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Future Finance
Future Finance is a podcast that delves into the transformative world of finance hosted by Paul Barnhurst, aka The FP&A Guy, and Glenn Hopper, emphasizing the impact of technology and artificial intelligence within the finance profession. Each episode brings listeners the latest news on AI and financial technology, insightful discussions, expert analyses, and forward-thinking ideas, exploring how AI and technological innovations are reshaping corporate finance as we know it. The podcast will become a must-listen for anyone interested in the evolving intersection of technology and finance
- 113 - AI, Decision Culture, and the Future of Enterprise Finance with Matija Nakic
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Matija Nakic, CEO and Co-founder of Farseer, to discuss how AI is changing financial planning, enterprise software, and decision-making. Matija shares why asking better questions matters, how finance teams can build stronger AI workflows, and where Excel still fits in modern planning.
Matija Nakic is the CEO and Co-founder of Farseer, an AI-native SaaS platform for business modeling, planning, and analysis. With a background in computer engineering, an MBA, and experience across B2B enterprise software, she has progressed from developer to product director and now leads Farseer’s mission to improve how financial professionals plan, model, and make decisions.
In this episode, you will discover:
Why asking the right questions matters with AI.How finance can build a stronger decision culture.Why clean data and governance still matter.How AI can speed up planning and forecasting.When to use Excel versus planning software.AI can dramatically accelerate finance work, but speed alone does not create better decisions. Matija explains that effective AI adoption still depends on fundamentals such as clean data, consistent definitions, connected data sources, business logic, and human judgment
Follow Matija:
LinkedIn: https://hr.linkedin.com/in/matija-nakic
Company: https://www.farseer.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Trailer
[05:22] - Why Farseer Was Built
[08:35] - AI and the Future of Enterprise Software
[13:30] - Building Faster with AI
[17:24] - Why Asking the Right Questions Matters
[22:55] - The Three Levels of AI Adoption
[24:57] - Building a Decision Culture
[32:04] - When Excel Is Still the Right Tool
[35:57] - Governance, Context & Audit Trails
[36:37] - Rapid-Fire Questions
[39:21] - Turning Frustration with Planning Into Farseer
[40:59] - Closing Thoughts
Wed, 23 Sep 2026 - 41min - 112 - Why CFOs Should Lead AI Adoption Instead of Leaving It Solely to IT
In this episode of Future Finance, Paul Barnhurst speaks with Glenn Hopper about his new book, The AI-Ready CFO, and what finance leaders need to do to successfully adopt AI. Glenn explains why CFOs must take a leadership role in AI strategy, how finance can balance innovation with risk management, and why successful AI implementation starts with data readiness, process improvement, and strong governance.
In this episode, you will discover:
Why CFOs should lead AI adoption.How finance can balance AI, speed, and risk.Why data readiness is essential before AI implementation.How to build trust through governance and transparency.How to create effective AI pilots and scale success.Glenn explains that AI adoption is not just about choosing new tools. Finance leaders need to understand their current processes, establish a baseline, identify opportunities, run focused pilots, and use evidence to decide what should be scaled.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Glenn’s new book: The AI-Ready CFO
https://robocfo.ai/ai-ready-cfo
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Trailer: The AI-Ready CFO
[03:54] - The AI-Ready CFO Explained
[08:59] - The Changing CFO Role
[13:27] - Why Finance Should Lead AI
[16:46] - AI Change Management
[21:32] - Building an AI Strategy
[27:39] - Trust, Governance & AI
[32:32] - Transparent AI Processes
[36:30] - AI Build vs. Buy
[40:02] - Building AI Agents
[43:21] - Closing Thoughts
Wed, 16 Sep 2026 - 18min - 111 - The CFO Should Own AI, Not IT | Glenn Hopper on The AI-Ready CFO
In this episode of Future Finance, Paul Barnhurst speaks with Glenn Hopper about his new book, The AI-Ready CFO, and how finance leaders can successfully navigate AI adoption. Glenn explains why CFOs need to take ownership of AI strategy, how to balance speed with risk, and why strong governance, data readiness, and change management are essential for building trust in AI.
In this episode, you will discover:
Why CFOs need to play a leading role in AI adoption.How finance teams can balance AI speed with governance and risk management.Why data readiness and process documentation are critical before implementing AI.How to build trust in AI through transparency, audit trails, and human oversight.How CFOs can create effective AI pilot programs and scale successful initiatives.AI adoption is not just about selecting new tools. Glenn explains that successful implementation starts with understanding current processes, improving data readiness, creating measurable baselines, and building systems that allow people to trust AI outputs. For CFOs, the future role is not becoming an AI engineer, but becoming the leader who ensures AI is used responsibly and effectively across the organization.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Glenn’s new book: The AI-Ready CFO
https://robocfo.ai/ai-ready-cfo
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Trailer: The AI-Ready CFO
[03:54] - The AI-Ready CFO Explained
[08:59] - The Changing CFO Role
[13:27] - Why Finance Should Lead AI
[16:46] - AI Change Management
[21:32] - Building an AI Strategy
[27:39] - Trust, Governance & AI
[32:32] - Transparent AI Processes
[36:30] - AI Build vs. Buy
[40:02] - Building AI Agents
[43:21] - Closing Thoughts
Wed, 09 Sep 2026 - 46min - 110 - Why Better Workflows Matter More Than Better Prompts
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper discuss AI fatigue and why finance professionals should focus less on chasing new models and more on using AI effectively. They share practical ways to improve AI results through better instructions, reference files, context, and data foundations.
In this episode, you will discover:
Why AI fatigue is becoming a real challenge.Why prompting alone is no longer enough.How context and reference files improve AI results.Why clean data and clear KPIs matter.How finance teams can start using AI more effectively.Paul and Glenn emphasize that finance teams do not need to build complicated systems immediately. Starting with clear data definitions, documented sources, and simple context files can already make AI much more useful.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today's Episode:
[00:00] - Introduction
[01:07] - AI Fatigue
[04:09] - Using AI Effectively
[05:44] - The Changing Role of Prompting
[07:40] - AI for Financial Modelling
[11:37] - AI and Finance Data
[14:47] - Building a Data Foundation
[18:10] - Practical AI Tips
[19:08] - Closing Thoughts
Wed, 02 Sep 2026 - 19min - 109 - How Finance Pros Should Manage Data Context and Token Forecasting
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss AI fatigue, better ways for finance teams to use AI, and the growing challenge of forecasting AI costs. They explore why finance leaders should focus less on chasing new models and more on building the data, context, and workflows needed to get real value from AI.
In this episode, you will discover:
Why finance teams should stop chasing every new AI model.Why context is becoming more important than prompting alone.How better KPIs and data foundations improve AI results.How organizations can forecast and manage AI token costs.Why AI success should be measured by business outcomes.Paul and Glenn explain why effective AI adoption isn't about using the most tokens or knowing every new tool. It's about using AI to help finance make better, faster decisions.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[03:17] – AI Fatigue & Model Overload
[09:38] – Beyond Prompt Engineering
[16:03] – Building Better AI Context
[24:29] – Organizing Finance Knowledge
[27:29] – Token Maxing & AI Costs
[32:06] – Forecasting Token Spend
[38:23] – Focusing on Business Value
[41:43] – Closing Thoughts
Wed, 26 Aug 2026 - 42min - 108 - Better Data vs Better AI: What Really Matters for Finance with Alex Curran
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss AI-native ERP, the changing role of CFOs, and how finance teams can prepare for AI adoption. Alex explains why strong data foundations, flexible architecture, and real-time finance systems are becoming essential.
Alex Curran is the CEO of Aptitude Software, a company with decades of experience building finance solutions for complex organizations. After more than 12 years at Aptitude, Alex became CEO in late 2023 and now leads the company’s focus on AI-native finance technology, including the Fynapse platform.
In this episode, you will discover:
Why CFOs are becoming strategic partners in business decisions.Why clean, detailed data is essential for effective AI adoption.What makes an ERP system truly AI-native.How CFOs can evaluate legacy and newer AI-native ERP platforms.Why flexible AI models and real-time finance are becoming more important.Alex explains that successful AI adoption requires more than adding AI features to existing finance systems. Organizations need the right data and architecture to support changing AI technologies while meeting complex finance requirements.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow Alex:
Website: http://fynapse.app/
LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:56] – Meet Alex Curran
[02:32] – Aptitude Software and Fynapse
[05:16] – The Changing CFO Role
[07:03] – Finance’s Data Problem
[10:53] – AI-Native Finance Systems
[14:33] – Evaluating ERP Options
[17:32] – The Future of AI-Native ERP
[18:59] – Closing Thoughts
Wed, 19 Aug 2026 - 19min - 107 - The AI Data Pioneer: Building the Future of Finance with Alex Curran
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Alex Curran, CEO of Aptitude Software, to discuss the future of finance systems, AI-native ERP, and how organizations can prepare their finance functions for a rapidly changing technology landscape. Alex shares how finance teams can move beyond outdated systems, improve data foundations, and use AI to enable faster, more informed decision-making.
Alex Curran is the CEO of Aptitude Software, a company that has spent over 40 years building finance solutions for complex organizations. After joining Aptitude over 12 years ago, Alex progressed through multiple leadership roles before becoming CEO in 2023. She now leads the company’s focus on AI-native finance technology and modern ERP solutions.
In this episode, you will discover:
Why CFOs are expected to become strategic partners in business decisions.Why clean data and strong architecture are essential for successful AI adoption.How AI-native ERP systems differ from traditional finance platforms.Why real-time finance and continuous close are becoming possible.How AI will change finance roles and create new opportunities.Alex explains why the future of finance is not just about adding AI tools, but about building the right systems, data foundations, and processes to make AI valuable and trustworthy.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow Alex:
Website: http://fynapse.app/
LinkedIn: https://www.linkedin.com/in/alex-curran-9aa593b/
Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review.
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[05:22] – The Modern CFO Role
[11:36] – Building Flexible AI Systems
[15:16] – Evaluating ERP Solutions
[19:08] – Legacy ERP vs AI-Native ERP
[23:39] – Real-Time Finance & Continuous Close
[27:02] – AI’s Impact on Finance Teams
[30:24] – The Future of Accountants
[35:44] – AI Questions & Leadership Lessons
[36:53] – Finance System Implementation Challenges
[38:40] – Alex’s CEO Journey
[40:04] – Closing Thoughts on Finance’s Future
Wed, 12 Aug 2026 - 41min - 106 - AI, Power BI, and the Future of Finance Work with Rob Collie
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie to discuss artificial intelligence, data analytics, and the future of work. Robert shares his journey from helping build Power Pivot and Power BI at Microsoft to founding P3 Adaptive. He explains how AI is changing the role of finance and data professionals, why strong data foundations still matter, and why continuous learning is essential in an AI-driven world.
Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, he helped lead the development of Power Pivot and Power BI. He is also the author of Power Pivot and Power BI and the upcoming book Fair Game: Customizing AI to Your Business Is Easier Than You Think.
In this episode, you will discover:
How Power Pivot and Power BI transformed data analytics.Why AI is creating new opportunities for finance professionals.Why adapting skills is critical in the AI era.How businesses can make AI practical and accessible.Robert shares practical insights on combining data expertise, AI, and human judgment to create value in the future of work.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow Robert:
Website: https://p3adaptive.com/
Book: https://fairgamebook.ai/
LinkedIn: https://www.linkedin.com/in/robcollie/
In Today’s Episode:
[03:58] - Building Power Pivot and Power BI at Microsoft
[08:56] - Leaving Microsoft and Founding P3 Adaptive
[13:36] - AI and the Future of Work
[17:13] - Introducing Fair Game
[19:41] - Making AI Practical and Accessible
[21:31] - Helping Everyone Understand AI
Wed, 05 Aug 2026 - 21min - 105 - AI Is Already Changing Data Jobs: Why You Must Create More Value Now with Rob Collie
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Robert Collie, founder and CEO of P3 Adaptive, for a conversation about artificial intelligence, data analytics, and how finance professionals can prepare for the future of work. Robert shares his journey from helping build Power BI at Microsoft to founding P3 Adaptive and explains why AI is creating both disruption and new opportunities for finance and data professionals.
Robert Collie is the founder and CEO of P3 Adaptive, a Microsoft analytics and AI consulting firm. During his 13 years at Microsoft, Robert helped lead the development of Power Pivot and Power BI. He is also the author of the bestselling Power Pivot and Power BI book and hosts the Raw Data with Rob Collie podcast. His upcoming book, Fair Game: Customizing AI to Your Business is Easier Than You Think, explores how organizations can make AI practical and accessible.
In this episode, you will discover:
How Power BI and Power Pivot changed the way organizations use data.Why AI is creating new opportunities for finance and data professionals.Why sitting still with current skills can create career risks.How companies can build AI systems using strong data foundations.Why semantic models are becoming essential for AI adoption.Robert brings decades of experience in business intelligence, analytics, and AI, sharing practical lessons on how finance leaders and data professionals can adapt, learn, and create value in a rapidly changing environment.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow Robert:
Website: https://p3adaptive.com/
Book: https://fairgamebook.ai/
LinkedIn: https://www.linkedin.com/in/robcollie/
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[00:00] – How AI is changing jobs
[02:43] – Robert’s Microsoft journey
[06:06] – Power BI and Power Pivot impact
[11:25] – Leaving Microsoft for P3 Adaptive
[15:43] – AI and the future of data work
[19:33] – Making AI accessible
[25:13] – AI tools and better workflows
[31:11] – AI in career planning
[33:38] – AI changing finance and consulting
[35:16] – Why semantic models matter
[38:35] – Building a strong company culture
[40:34] – Robert’s AI book and future plans
Wed, 29 Jul 2026 - 41min - 104 - Why Forecasting Is Not Broken, but Your Data Systems & AI Misuse Are the Problem with Alex Brower
In this episode of Future Finance, host Paul Barnhurst and co-host Glenn Hopper are joined by guest Alex Brower, co-founder and CEO of QFlow.ai, to explore why forecasting problems often begin with the data layer. They discuss data plumbing, semantic alignment, Model Context Protocols (MCPs), vibe coding, and how finance and go-to-market teams can work from shared definitions to improve forecast quality and analysis.
Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity by up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA).
In this episode, you will discover:
How data hygiene and shared definitions improve forecastingWhy unified data alone does not solve business alignment issuesMCP vs semantic layers for reliable analysisThe risks of untested AI-generated analysisWhy AI cost and governance matterAlex explains how QFlow helps companies prepare data, run planning workflows, and turn analysis into board-ready stories.
Follow Alex:
Website: https://qflow.ai/
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.ai:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Introduction
[02:15] – Data & Forecasting Challenges
[06:43] – MCP vs Semantic Layers
[09:55] – AI Coding Risks
[15:52] – QFlow Data Preparation
[18:10] – Planning & Business Insights
[20:51] – Closing Thoughts
Wed, 22 Jul 2026 - 21min - 103 - How to Align Marketing and Finance and Fix the Plumbing Problem with Alex Brower
Future Finance host Paul Barnhurst and co-host Glenn Hopper are joined by Alex Brower, co-founder and CEO ofQFlow.ai, to unpack why forecasting often breaks down even when teams have plenty of data. The discussion focuses on how finance and go-to-market teams can work from shared inputs, improve planning accuracy, and use AI without losing the structure needed for reliable decisions.
Alex Brower is the co-founder and CEO of QFlow.ai, helping finance and go-to-market teams connect data, improve forecast accuracy, and boost analyst productivity up to five times. He previously led finance and marketing at high-growth tech firms like AppTelligent (acquired by VMware) and Cloud Academy (acquired by QA).
In this episode, you will discover:
Fix data plumbing before system consolidation.Use data dictionaries for consistent definitions.AI helps, but semantic logic is still needed.Vibe coding can create hidden costs if untested.Start with key unanswered questions, then plan solutions.Alex shares lessons from leading finance, operations, and marketing teams at high-growth companies, including what he learned from living the forecast tension on both sides of the table.
Follow Alex:
Website: https://qflow.ai/
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.ai:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[03:44] – Finance-to-marketing journey & QFlow’s solution
[07:10] – Data plumbing vs. alignment
[11:37] – MCPs, AI, and logic layers
[14:50] – Risks of vibe coding & maintainability
[21:56] – How QFlow handles data, planning, and storytelling
[30:57] – Alignment before strategy & reducing fact-hunting
[35:39] – Where CFOs/FP&A should start modernizing
[44:03] – Closing & sponsor sign-off
Wed, 15 Jul 2026 - 44min - 102 - AI Is Making Mistakes in Finance for CFOs to Fix Data Problems and Improve Analysis with Nick & Jain
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO. They discuss how AI is changing FP&A, why finance teams still need human expertise, and how their platform helps CFOs automate financial analysis while improving decision-making.
Nick Jain is a Harvard MBA and former CEO, CFO, and investor with experience at McKinsey, Bain Capital, and multiple high-growth companies. Daniel Settel is a Stanford engineer, Harvard MBA, former investment professional at Primecap Management, and co-founder of a venture secondary marketplace. Together, they founded Eagle Rock CFO to combine technology with fractional CFO services for growing businesses.
In this episode, you will discover:
How AI can automate FP&A without replacing finance professionalsWhy clean financial data is essential for better analysisThe role of humans in AI-powered finance workflowsHow fractional CFOs can use technology to serve more clientsWhere businesses can uncover hidden value in their financial dataAI-powered finance tools are changing how businesses analyze data, but success still depends on combining automation with sound financial judgment. Nick and Daniel share practical insights into how finance leaders can use technology to save time, uncover opportunities, and make better decisions.
Follow Nick:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/nickmjain/
Follow Dan:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/dsettel/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:24] – Why Eagle Rock CFO Was Founded
[04:35] – Building AI for FP&A
[09:12] – The Human Role in AI-Powered Finance
[10:38] – Why Fractional CFOs Need Better Tools
[14:18] – Cleaning Financial Data & Chart of Accounts
[16:21] – White-Labeling the Platform
[17:17] – Time Savings and Business Impact
[19:18] – Final Thoughts
Wed, 08 Jul 2026 - 19min - 101 - How to Save Time in FP&A Using Structured AI Analysis with Nick and Dan
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Nick Jain and Daniel Settel, co-founders of Eagle Rock CFO, to discuss how AI is reshaping FP&A and fractional CFO services. Nick and Dan explain how their AI-powered system combines structured data processing, automation, and financial expertise to help companies analyze complex financial data faster, reduce manual workload, and uncover hidden value in their operations.
Dan and Nick are co-founders of Eagle Rock CFO, a financial advisory firm helping mid-size businesses grow faster and improve profitability. They combine AI and technology to deliver operational finance insights at a fraction of traditional consulting costs. Both are Harvard Business School graduates, with undergraduate degrees from Stanford and Dartmouth. Dan previously co-founded FinTech company Zanbato and worked as a professional investor at PrimeCap, while Nick has experience in private equity investing and scaling companies across SaaS, footwear, and trucking.
In this episode, you will discover:
AI works best when paired with structured financial data, not raw inputsWhy deterministic systems still matter alongside AI in finance workflowsHow Eagle Rock’s 5-step system improves financial analysis accuracyWhy human oversight is still needed in AI-powered FP&A systemsHow fractional CFOs can save 20–50 hours per month using AI toolsNick and Daniel demonstrate how AI is transforming finance by automating analysis while still relying on structured systems and human judgment. Their approach shows that the future of FP&A is not fully autonomous AI, but a hybrid model where AI enhances decision-making, improves efficiency, and strengthens financial visibility.
Follow Nick:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/nickmjain/
Follow Dan:
Website: https://www.eaglerockcfo.com/
LinkedIn: https://www.linkedin.com/in/dsettel/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[04:10] – Founding Eagle Rock CFO
[06:21] – Deterministic vs probabilistic systems
[07:22] – Why agents are not enough
[09:13] – Data compression and structuring
[10:13] – Human oversight in AI workflows
[14:51] – Data mess in SMB finance
[18:38] – White-label and consulting model
[22:18] – How to start using AI safely
[29:36] – CFO vs CEO vs CIO experience
[33:45] – Closing thoughts
Wed, 01 Jul 2026 - 35min - 100 - AI in Finance for CFOs to Stop Reporting Work and Drive Profit Decisions with Ron Nachum
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder of Sapien, an AI-native company building systems that understand and act on enterprise financial data. Ron shares how his team is redefining finance operations using AI agents that go beyond dashboards and chatbots to actively analyze, optimise, and recommend actions across business functions.
Ron Nachum is the Founder of Sapien, an AI-native platform that helps companies run finance and operations through intelligent systems built on top of ERPs, spreadsheets, and enterprise data. With a background in applied AI research at Harvard, Ron focuses on building systems that turn fragmented financial data into real-time business decisions.
In this episode, you will discover:
How AI agents are reshaping finance and FP&A workflowsWhy companies need systems that understand their business contextHow Sapien automates reporting, analysis, and decision supportThe importance of guardrails, auditability, and financial structure in AIRon shows how AI agents are moving finance beyond reporting into real-time decision-making. Sapien blends structure, data, and intelligence to turn complex systems into actionable insights.
Follow Ron:
Website: https://sapien.ai/news
LinkedIn: https://www.linkedin.com/in/ron-nachum/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:35] – Why Ron left Harvard to build Sapien
[05:15] – Founding story and early vision
[07:46] – Building AI systems for finance
[09:13] – From manual workflows to AI automation
[10:03] – Evolution of AI agents in finance
[11:29] – How AI is changing FP&A roles
[12:45] – Guardrails and system design
[13:56] – Financial intelligence in AI systems
[16:19] – Opinionated vs. flexible AI systems
[18:26] – Closing thoughts
Wed, 24 Jun 2026 - 18min - 99 - How Companies Are Losing Millions While Being Data Rich with Ron Nachum
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Ron Nachum, Founder and CEO of Sapien, to discuss how AI agents are transforming financial operations and decision-making for companies. Ron shares how Sapien leverages AI to unify siloed financial data, automate workflows, and provide actionable insights, helping companies unlock millions of dollars in hidden value while enabling employees to focus on strategic work.
Ron Nachum is the founder and CEO of Sapien, an AI-native platform that deploys agents to understand and act on messy, siloed data across ERPs, data warehouses, CRMs, and spreadsheets. Ron studied at Harvard, where he focused on computer science, statistics, and applied AI research. He has spent years building AI solutions for finance and operational processes, creating systems that help companies make better, faster decisions and optimize their operations.
In this episode, you will discover:
AI can unlock value from messy, siloed financial dataSapien’s platform automates reporting, forecasting, and operational decisionsHuman oversight and governance remain crucial for AI configurabilityTalent density and culture are key to scaling a young, fast-growing companyEarly entrepreneurial mindset shapes long-term innovationRon Nachum demonstrates how AI can revolutionize financial operations by turning siloed, messy data into actionable insights. Sapien’s platform empowers companies to automate reporting, optimize decisions, and free employees to focus on high-value work. Ron emphasizes that combining AI with governance, configurability, and a talented team creates systems that not only deliver immediate value but also scale strategically.
Follow Ron:
Website: https://sapien.ai/news
LinkedIn: https://www.linkedin.com/in/ron-nachum/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[03:15] – Data-Rich, Analysis-Poor Challenge
[06:21] – Harvard & the Leap to Sapien
[11:32] – AI Agents in Finance
[17:01] – Balancing AI Flexibility & Guardrails
[23:19] – Efficient & Secure Data Handling
[26:34] – Making Insights Accessible to All Teams
[30:45] – Configurability, Forecasting & Learning
[38:22] – Real-World Impact & Optimizations
[40:25] – Leading Young Teams with Experienced Advisor
[46:11] – Early Entrepreneurial Ventures
[49:13] – Closing Thoughts & Thanks
Wed, 17 Jun 2026 - 50min - 98 - AI Strategy for CFOs: Manage AI Like an Investment Portfolio and Prove ROI with Dave Trier
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to discuss how enterprises can govern, manage, and operate AI at scale. Dave shares insights on implementing AI responsibly, tracking ROI, managing risks, and creating an enterprise-wide AI portfolio that drives value while ensuring compliance and governance.
Dave Trier leads ModelOp with a focus on customer value, product innovation, and enterprise execution. With over 20 years in data science, AI, analytics, cloud, and enterprise software, he brings technical expertise and a pragmatic leadership style, helping CIOs, CTOs, and AI leaders deploy AI effectively across organizations .
In this episode, you will discover:
How enterprises can scale AI responsibly and reliablyThe CFO’s role in AI oversight and portfolio managementMeasuring AI value through ROI, usage, and internal feedbackDistinctions between AI governance and traditional data governanceImportance of change management and structured AI adoptionDave provides a framework for enterprise AI adoption, emphasizing disciplined management, measurable impact, and alignment with regulatory and operational requirements. This episode is essential for finance and tech leaders looking to integrate AI at scale while ensuring oversight, efficiency, and business value .
Follow Dave:
Website: https://www.modelop.com/
LinkedIn: https://www.linkedin.com/in/davidetrier/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[02:38] – AI Compliance & Governance Challenges
[04:35] – Distinction Between AI & Data Governance
[07:28] – Measuring AI Value & ROI
[12:41] – Treating AI as a Portfolio of Investments
[15:05] – Change Management & Enterprise Adoption
[17:39] – Wild West of AI & Need for Rigorous Processes
[18:54] – CFO Oversight in AI Implementation
[21:00] – Closing Remarks
Wed, 10 Jun 2026 - 21min - 97 - AI Strategy for CFOs Is a Wild West Without Governance Turn AI Into a Portfolio System – Dave Trier
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Dave Trier, CEO of ModelOp, to explore the challenges and opportunities of implementing AI at scale in enterprises. Dave shares how organizations can manage AI responsibly, measure ROI, and move from scattered pilots to a disciplined, industrialized approach. He also discusses the critical role of CFOs in AI oversight, change management, and creating measurable business value from AI initiatives
Dave Trier is CEO of ModelOp, leading the company with a focus on customer value, product innovation, and enterprise execution. With over 20 years of experience across AI, data science, analytics, cloud, and enterprise software, Dave is a patent-holder and trusted partner to CIOs, CTOs, and AI leaders. Prior to becoming CEO, he shaped ModelOp’s product strategy and held senior roles at Think Big Analytics, Powered by Action, and Accenture Technology Labs. He holds a BS in Electrical Engineering from the University of Notre Dame.
In this episode, you will discover:
How to industrialize AI delivery across an enterpriseManaging risk, governance, and compliance for AI implementationsMeasuring AI ROI using financial, feedback, and usage metricsThe CFO’s role in AI oversight and rationalizing AI investmentsKey lessons for change management and process discipline in AI adoptionDave Trier highlights how enterprises can move from scattered AI pilots to a disciplined, industrialized approach that delivers measurable business value. He emphasizes the importance of governance, change management, and cross-functional collaboration to ensure AI initiatives succeed. CFOs play a key role in oversight, setting financial parameters, and rationalizing AI investments.
Follow Dave:
Website: https://www.modelop.com/
LinkedIn: https://www.linkedin.com/in/davidetrier/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[02:07] – Meet Dave Trier, CEO of ModelOp
[04:57] – ModelOp & AI Governance Explained
[06:21] – AI vs Data Governance
[08:11] – Evaluating AI ROI for CFOs
[13:24] – AI as a Managed Investment Portfolio
[16:43] – Change Management & Process Discipline
[20:48] – CFO’s Role in AI Oversight
[27:38] – Tips to Maximize AI ROI
[30:16] – Enterprise AI Complexity & Coordination
[32:13] – Dave’s Journey: Electrical Engineer to AI CEO
[35:12] – Closing Thoughts
Wed, 03 Jun 2026 - 36min - 96 - AI in Finance for CFOs: Scaling Confusion Without a Unified Platform with Scott Leshinski
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss the company’s recent acquisition by Hg Capital. Scott explains how OneStream’s unified platform is transforming finance workflows, the role of AI in enterprise finance, and how finance teams are learning to trust and use these advanced tools.
Scott Leshinski is the President of OneStream Software, with experience in corporate finance at GE Capital, co-founding Bluestone International, and leading finance technology transformations at Huron Consulting Group. He joined OneStream in 2021 and was promoted to President in 2023 after driving strong growth in AI initiatives.
In this episode, you will discover:
The impact of OneStream going private under Hg CapitalHow unified platforms improve financial planning and reportingAI and machine learning are enhancing forecast accuracy and efficiencyImportance of transparency, traceability, and trust in AI outputsScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.
Follow Scott:
Website: https://www.onestream.com/
LinkedIn:https://www.linkedin.com/in/scott-leshinski-bb5736b/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:23] – Guest Intro
[01:32] – Acquisition & AI-First Strategy
[03:57] – Long-Term Growth Opportunities
[05:18] – Scott’s Career Journey
[08:38] – Need for Unified Platform
[10:13] – OneStream Overview
[13:29] – Practical Enterprise Impact
[17:11] – Unified Platform for AI
[21:01] – Agentic AI & High Accuracy
Wed, 27 May 2026 - 22min - 95 - The Broken Revenue Systems and AI Agents Rebuilding Contract to Cash with Ali Hussain
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing finance workflows. Ali discusses the limitations of legacy finance systems, the challenges of modern revenue models, and how AI is automating the full contract-to-cash cycle for finance teams.
Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.
In this episode, you will discover:
How automation is transforming the finance sector, particularly revenue managementThe importance of structured data for effective financial solutionsWhy traditional finance systems struggle with modern revenue modelsHow Tabs is automating billing, collections, and revenue recognitionThis episode provides insights into how automation is reshaping finance, helping businesses manage revenue models and streamline financial tasks. Ali Hussain shares his perspective on simplifying finance workflows and the direction the industry is heading.
Follow Ali:
Website:https://www.tabs.com
Linkedin:https://www.linkedin.com/in/ali-hussain786/
YouTube:https://www.youtube.com/@tabsplatform
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:00] – Ali's Background and Tabs' Growth
[03:00] – Automation in Finance
[05:00] – Agents in Finance Workflows
[08:00] – Data Quality in Finance
[10:00] – Limitations of LLMs in Finance
[12:00] – Agents vs Automation
[15:00] – The Future of Finance
[17:00] – Managing Usage-Based Pricing
[21:00] – Closing Thoughts
Wed, 20 May 2026 - 21min - 94 - Why Unified Systems are More Important Than Ever in the Era of AI with OneStream President Scott Leshinski
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper sit down with Scott Leshinski, President of OneStream Software, to discuss OneStream's recent acquisition by Hg Capital and the exciting changes it brings to the company’s approach to finance technology. Scott shares how OneStream’s focus on a unified platform is reshaping the finance space, and how integrating smart technology into financial workflows is making a real difference for businesses today.
Scott Leshinski is the President of OneStream Software, where he leads OneStream’s growth and innovation. With a background in corporate finance at GE Capital, co-founding Bluestone International, and working at Huron Consulting Group, Scott has a wealth of experience in driving major tech transformations. He joined OneStream in 2021 and was promoted to President in 2023 after helping the company achieve impressive growth.
In this episode, you will discover:
What OneStream's acquisition by Hg Capital means for its futureThe benefits of using a unified platform in financeHow automation is improving financial processesThe evolving role of automation in financial planning and decision-makingHow OneStream’s tools are helping businesses become more agile and efficientScott Leshinski highlights the exciting future of finance, where unified platforms and automation are transforming how businesses manage financial workflows. He emphasizes the growing role of technology in making finance processes more efficient and discusses how OneStream is helping companies become more agile.
Follow Scott:
Website: https://www.onestream.com/
LinkedIn:https://www.linkedin.com/in/scott-leshinski-bb5736b/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Intro
[03:00] – OneStream's Acquisition Impact
[05:00] – Transition from Public to Private
[06:00] – Scott's Career Path
[10:00] – What OneStream Does
[14:00] – The Power of Unified Platforms
[18:00] – Automation in Financial Planning
[19:00] – The Rise of Automation
[26:00] – Building Trust in Automation
[29:00] – Improving Forecast Accuracy
[35:00] – The Future of Finance
[50:00] – Fun Questions with Scott
[55:00] – Closing Thoughts
Wed, 13 May 2026 - 56min - 93 - AI Agents Are Replacing Finance Workflows While Revenue Gets More Complex with Ali Hussain
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper speak with Ali Hussain, CEO and co-founder of Tabs, an AI-powered platform revolutionizing the revenue process for finance teams. Ali discusses how the traditional ERP systems have left revenue management behind, and how Tabs is changing the game by automating the full contract-to-cash cycle. He shares his insights on the complexity of revenue management, AI’s role in financial systems, and why understanding the data context is key to success in AI-powered finance tools.
Ali Hussain is the CEO and co-founder of Tabs, where he leads the development of AI-native solutions designed to automate the billing, collections, and revenue recognition process. With a background spanning product leadership at Google, strategy consulting at BCG, and public policy, Ali is at the forefront of the next wave of finance technology.
In this episode, you will discover:
How AI is transforming revenue management in financeThe importance of data context in AI-powered toolsWhy traditional finance systems fail to address modern revenue modelsHow Tabs automates billing, collections, and revenue recognitionAli Hussain shared invaluable insights into the future of finance, highlighting how AI is revolutionizing revenue management and financial operations. While AI brings immense potential for automation, human judgment remains crucial in making strategic decisions.
Follow Ali:
Website:https://www.tabs.com
Linkedin:https://www.linkedin.com/in/ali-hussain786/
YouTube:https://www.youtube.com/@tabsplatform
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – Trailer
[03:00] – Legacy Finance Systems
[06:15] – Revenue Management Gaps
[09:00] – How Tabs Transforms Finance
[12:00] – AI in Billing & Rev Rec
[15:30] – Clean Data Importance
[19:00] – AI vs Human Judgment
[22:30] – The Future of AI
[25:00] – Complex Revenue Models
[29:00] – AI Challenges in Finance
[34:00] – Closing Thoughts on AI
Wed, 06 May 2026 - 38min - 92 - AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper talk with David Ingraham, founder and CEO of HyperPerfect. David explains why AI works best in finance when it is used step by step, with clear context and human review. He also shares why Excel is still central to finance work and how better AI tools can help teams move faster without losing control.
David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.
In this episode, you will discover:
Why finance teams are still slow to adopt AIWhy context matters when using AI in ExcelWhy AI should be treated like a teammate, not a shortcutHow breaking work into smaller steps leads to better resultsWhere AI helps most in finance todayDavid Ingraham is the founder and CEO of HyperPerfect, a company that brings AI tools into Excel. He spent nearly 20 years in private equity and has worked on deals worth more than $1 billion. He also serves as board president of Aim High, a Bay Area nonprofit that provides free summer education to students.
Follow David:
LinkedIn: https://www.linkedin.com/in/dsingraham/
Website: https://www.hyperperfect.com
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:22] - David’s background
[02:49] - What HyperPerfect does
[06:01] - Why finance struggles with AI
[07:36] - Why context matters
[12:23] - What AI agents are good at today
[13:08] - Using AI as a partner
[17:51] - Building models step by step
[19:20] - Productivity gains and closing thoughts
Wed, 29 Apr 2026 - 20min - 91 - AI in Financial Modeling for Analysts to Improve Accuracy and Speed with David Ingraham
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by David Ingraham to discuss how AI is transforming the world of finance, particularly in Excel, and why it's essential to treat AI as a partner rather than a tool to simply execute commands. David, the CEO and founder of HyperPerfect, shares his insights on the challenges and opportunities in the AI-finance intersection, including the importance of context and understanding AI’s limitations.
David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually.
In this episode, you will discover:
Why finance professionals are slow to adopt AI despite its potentialHow AI should be treated as a teammate, not a replacementWhy context is everything in AI models, especially in ExcelThe limitations of AI in finance and how to work around themDavid emphasizes that AI isn’t a shortcut; it’s most effective when used incrementally, with human oversight to ensure accurate results. He also discusses how AI can significantly increase productivity, with an efficiency gain of 15 to 20 times if used properly.
Follow David:
LinkedIn: https://www.linkedin.com/in/dsingraham/
Website: https://www.hyperperfect.com
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:35] – David Ingraham Background
[04:02] – AI in Finance & Accounting for Dummies
[05:57] – AI as a Teammate, Not a Threat
[07:09] – AI as a Thought Partner
[10:01] – Why Finance Teams Struggle with AI
[11:51] – Evolution of FP&A
[14:30] – RevOps & Finance Alignment
[16:41] – AI Use Cases in Finance
[19:20] – Agentic AI & Future Direction
[22:31] – Process, Data & AI Limitations
[28:52] – AI Questions & Closing
Wed, 22 Apr 2026 - 38min - 90 - AI is a Teammate for Finance Leaders to Replace Fear and Drive Strategic Value with Josh Schauer
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to discuss how AI is being adopted in finance and why many teams are still hesitant. They explore the gap between knowing AI is important and actually using it, along with the challenges around data quality, risk, and accuracy expectations.
Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview prior to its acquisition by insightsoftware in 2020. Josh has deep experience in FP&A, consolidation, and finance transformation, and holds a bachelor’s degree in Accounting from the University of Wisconsin–La Crosse.
In this episode, you will discover:
Why AI should be treated as a teammate, not a replacementHow poor data limits the value of AIPractical ways AI is used in FP&A todayHow AI improves variance analysis and scenario planningWhy finance teams need to become more proactiveJosh highlights that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While there is pressure to adopt AI, the focus should be on using it in a way that improves decisions without compromising accuracy..
Follow Josh:
LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/
Website: https://insightsoftware.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:27] – Josh Schauer Background
[01:33] – AI in Finance & Accounting for Dummies
[04:13] – AI as a Teammate, Not a Threat
[05:40] – AI as a Thought Partner
[08:06] – Why Finance Teams Struggle with AI
[09:46] – Evolution of FP&A
[10:53] – RevOps & Finance Alignment
[12:32] – Practical AI Use Cases
[15:03] – Closing
Wed, 15 Apr 2026 - 15min - 89 - How Finance Teams Can Overcome AI Fear and Build Real Use Cases That Work with Josh Schauer
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Josh Schauer to explore how AI is being adopted in finance and why many teams are still hesitant. They discuss the gap between understanding AI’s importance and actually using it, along with the challenges around data quality, risk, and expectations of accuracy.
Josh Schauer is the CFO at insightsoftware, where he leads financial strategy and operations. He previously served as SVP of Finance from 2020 to 2024 and led Financial Planning and Consolidation at Longview before its acquisition by insightsoftware. Josh has extensive experience in FP&A, consolidation, and finance transformation, and holds a Bachelor’s degree in Accounting from the University of Wisconsin–La Crosse.
In this episode, you will discover:
Why are finance teams slow to adopt AI despite knowing its importanceWhy AI should be treated as a teammate, not a replacementHow poor data and broken processes limit AI’s valuePractical use cases for AI in FP&A, including variance analysisHow scenario planning can be done faster using AIJosh emphasizes that AI is not a shortcut. It works best when built on strong data, clear processes, and a thoughtful approach. While the pressure to adopt AI is real, the focus should be on using it in a practical way that improves decision-making and productivity without compromising accuracy.
Follow Josh:
LinkedIn: https://www.linkedin.com/in/josh-schauer-51b18b115/
Website: https://insightsoftware.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:35] – Josh Schauer Background
[03:02] – AI in Finance & Accounting for Dummies
[05:57] – AI as a Teammate, Not a Threat
[07:09] – AI as a Thought Partner
[10:01] – Why Finance Teams Struggle with AI
[11:51] – Evolution of FP&A
[14:30] – RevOps & Finance Alignment
[16:41] – AI Use Cases in Finance
[19:20] – Agentic AI & Future Direction
[22:31] – Process, Data & AI Limitations
[28:52] – AI Questions & Closing
Wed, 08 Apr 2026 - 29min - 88 - AI Governance for Board Directors to Fix Risk Exposure with Actionable Tools - Shannon Nash
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper are joined by Shannon Nash to discuss how finance roles are evolving and how AI is changing the way businesses operate. They talk about Shannon’s career journey, the importance of understanding operations, and how companies are handling AI at different levels.
Shannon Nash is a CPA, attorney, and experienced C-suite leader. She has worked as CFO at companies like Wing, Reputation.com, and Inside Source. She is now a Partner at Alpha AI, focusing on AI governance for executives and boards.
In this episode, you will discover:
Why career paths are not linear anymoreWhy finance leaders need to understand operationsHow AI is being used across companiesThe gap between AI usage and leadership awarenessWhat CFOs need to manage when it comes to AIKey questions boards should ask about AIAI is becoming part of everyday business, but many companies are still catching up when it comes to managing it properly. Understanding where AI is used and how it’s controlled is becoming essential for leaders.
Follow Shannon:
LinkedIn: https://www.linkedin.com/in/shannonknash/
Podcast: https://www.noboxesjustverses.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:03] – Shannon Nash Background
[05:54] – Why Switching Careers Is the New Normal
[09:00] – Finance Leaders & Operations Mindset
[08:33] – From AI Tools to AI Strategy
[14:26] – The Challenge of Catching Up with AI
[20:00] – How Boards Should Approach AI Oversight
Wed, 01 Apr 2026 - 21min - 87 - AI Governance for CFOs to Control Board Risk and Lead Strategic Transformation with Shannon Nash
In this episode of Future Finance, host Paul Barnhurst is joined by Glenn Hopper and special guest Shannon Nash to explore how AI is transforming the role of finance leaders and boardrooms. The conversation dives into AI adoption, governance, and the shift from traditional finance responsibilities to more strategic, decision-driven roles.
Shannon Nash is a global C-suite leader, CPA, attorney, and board director with over 30 years of experience across finance, technology, and governance. She is a Partner at Alpha AI, where she helps organizations strengthen AI governance and strategic decision-making. Shannon has served as CFO at companies like Wing, Reputation.com, and Inside Source, and currently sits on multiple boards, including SoFi Bank and NetScout Systems.
In this episode, you will discover:
Why finance professionals must continuously retool in the age of AIHow AI is changing the role of CFOs and decision-makingThe importance of AI governance at the board levelHow to manage AI investment alongside “AI sprawl.”What key questions boards should be asking about AIAI is rapidly evolving from a tool that supports workflows to one that actively drives decisions. As Shannon highlights, this shift requires stronger governance, better alignment between leadership and operations, and a proactive approach from both CFOs and boards. The future of finance will belong to those who can balance innovation with control and strategy with execution.
Follow Shannon:
LinkedIn: https://www.linkedin.com/in/shannonknash/
Podcast: https://www.noboxesjustverses.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:37] – Shannon Nash Background
[04:53] – Career Journey & Non-Linearity
[09:00] – Finance Leaders & Operations Mindset
[11:44] – AI & Alpha AI
[17:47] – AI Across Companies
[24:32] – AI Governance & Board Questions
[31:31] – AI in Decision-Making
[35:26] – Shannon’s Podcast
[42:22] – AI Questions & Closing
Wed, 25 Mar 2026 - 44min - 86 - How Augmented Intelligence Will Replace AI Hype in Finance with John Thomas
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by John Thomas Foxworthy, the founder and CEO of the Global Institute of Data Science (GIDS). John discusses the role of augmented intelligence in the future of AI, particularly in finance, and shares his insights from his book The Augmented Intelligence Revolution: How Leaders Win in the AI Century.
John Thomas is the Founder and CEO of the Global Institute of Data Science (GIDS), a consulting and professional development organization focused on helping organizations successfully implement AI and data science initiatives. He serves as a Fractional Chief AI Officer for Fortune 500 companies and teaches AI and machine learning courses at Caltech CTME and UC San Diego Extended Studies.
In this episode, you will discover:
- The role of augmented intelligence in financeHow GIDS helps companies implement AIOvercoming AI adoption challenges and cognitive biasesThe evolution of machine learning and AI terminologyHow AI enhances decision-making and operations in finance
John highlights how the rapid evolution of AI can create challenges in its adoption, especially within complex industries like finance. The Global Institute of Data Science addresses these issues by focusing on feasibility studies, AI strategy, and tackling cognitive biases, ensuring the successful integration of AI in business operations.
Follow John:
GIDS: https://gidsco.substack.com
LinkedIn: https://www.linkedin.com/in/john-thomas-foxworthy-m-s-data-science-1718073/
Future Alpha Event: https://www.alphaevents.com/events-futurealphaglobal/agenda-page/filter?_gl=1*1j0347f*[…]ovIhoCWOYQAvD_BwE&gbraid=0AAAAAomEzrlLzh-epjUJjbfXNnASlChga
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:50] – John’s Background and Expertise
[03:11] – The Augmented Intelligence Revolution
[05:40] – Machine Learning vs. Augmented Intelligence
[08:45] – The Global Institute of Data Science
[11:04] – Feasibility Studies in AI Projects
[15:17] – Managing AI Expectations
[17:18] – Closing Thoughts and Book Release
Wed, 18 Mar 2026 - 17min - 85 - How Finance Leaders Can Stop AI Failure and Adopt Augmented Intelligence with John Thomas
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how leaders can cut through the hype around artificial intelligence and focus on real-world impact. The conversation dives into why so many AI initiatives fail, how cognitive biases affect AI adoption, and why finance professionals must learn to ask better questions before deploying models.
John Thomas is the Founder and CEO of the Global Institute of Data Science (GIDS), a consulting and professional development organization focused on helping organizations successfully implement AI and data science initiatives. He serves as a Fractional Chief AI Officer for Fortune 500 companies and teaches AI and machine learning courses at Caltech CTME and UC San Diego Extended Studies.
In this episode, you will discover:
- Why 85% of AI projects fail and how to avoid The difference between AI hype and real implementationHow augmented intelligence improves human decision-makingWhy asking the right questions about AI models matters mostHow AI can help with risk analysis and financial decision-making
This episode highlights that successful AI adoption is not about chasing the latest technology trends but about asking better questions, understanding assumptions, and focusing on real business problems. As AI continues to evolve, finance leaders who combine human judgment with intelligent systems will be best positioned to turn AI from hype into measurable results.
Follow John:
GIDS:https://gidsco.substack.com
LinkedIn: https://www.linkedin.com/in/john-thomas-foxworthy-m-s-data-science-1718073/
Future Alpha Event: https://www.alphaevents.com/events-futurealphaglobal/agenda-page/filter?_gl=1*1j0347f*[…]ovIhoCWOYQAvD_BwE&gbraid=0AAAAAomEzrlLzh-epjUJjbfXNnASlChga
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[03:05] – Meet John Thomas
[04:11] – Augmented intelligence explained
[11:21] – Global Institute of Data Science
[15:18] – Why AI projects fail
[21:29] – Understanding AI models
[24:45] – AI in portfolio risk analysis
[30:16] – Best advice for finance leaders
[32:15] – Rapid-fire questions & wrap-up
Wed, 11 Mar 2026 - 38min - 84 - The Human-in-the-Loop AI Is the Future of Finance Automation with Riya Grover
In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper chat with Riya Grover about how AI is transforming order-to-cash workflows. Riya shares insights into billing automation, revenue operations, and the evolving role of finance teams. She also discusses her entrepreneurial journey and the evolution of Sequence, the first agentic AR platform, which is revolutionizing B2B pricing and contracts.
Riya Grover is the Co-founder and CEO of Sequence, an AI platform automating accounts receivable for B2B companies. Backed by a16z with $40M raised, Sequence streamlines quoting, billing, invoicing, and revenue recognition. Before Sequence, Riya founded Feedr, a venture-backed company acquired by Compass Group in 2020. She holds an MBA from Harvard and a BA from Oxford University.
In this episode, you will discover:
- The role of AI in automating order-to-cash workflowsHow Sequence helps B2B companies with custom pricing and revenue operationsInsights into building and scaling a venture-backed companyWhy talent density is key to scaling businesses
Riya explains how complex contracts, usage-based pricing, and custom deal structures create massive billing challenges for growing companies. Sequence solves this by combining deterministic billing foundations with AI-powered workflow agents.
Follow Riya:
LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/
Website: https://www.sequencehq.com/
Sequence Series A Fundraising: Announcement
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:26] – Riya’s background
[04:05] – Challenges of a Two-Sided Marketplace
[05:57] – Building Sequence: AI for AR
[10:00] – Human Oversight vs. AI Automation
[12:52] – Revolutionizing Billing & Invoicing
[14:18] – Defining Workflow Rules for AI
[19:23] – Final Thoughts
Wed, 04 Mar 2026 - 19min - 83 - How Modern Finance Teams Are Automating Billing and Revenue Workflows with AI Tools - Riya Grover
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Riya Grover to explore how AI is transforming order-to-cash workflows. The conversation explores billing automation, revenue operations, and the evolving role of finance teams. Riya shares her entrepreneurial journey and how Sequence is building the first agentic AR platform. This episode is packed with practical insights for modern finance leaders navigating AI adoption.
Riya Grover is the Co-founder and CEO at Sequence. Sequence, backed by a16z with $40M raised, is building the first agentic platform for accounts receivable. The company helps B2B businesses automate quoting, billing, invoicing, and revenue recognition, especially for complex pricing and custom contracts. Prior to Sequence, Riya founded Feedr, a venture-backed company that exited to Compass Group in 2020. She holds an MBA from Harvard Business School and a BA in Economics and Management from Oxford University.
In this episode, you will discover:
- Why building a two-sided marketplace is incredibly difficultHow modern B2B pricing models break traditional billing systemsThe difference between deterministic systems and generative AI in financeWhy human-in-the-loop design is critical for financial AI agentsWhat the future finance tech stack will look like in the next five years
Riya explains how complex contracts, usage-based pricing, and custom deal structures create massive billing challenges for growing companies. Sequence solves this by combining deterministic billing foundations with AI-powered workflow agents. The discussion highlights where AI should and should not be used in finance operations. Trust, auditability, and human oversight remain central to successful AI implementation.
Follow Riya:
LinkedIn: https://www.linkedin.com/in/riya-grover-a22a4822/
Website: https://www.sequencehq.com/
Sequence Series A Fundraising: Announcement
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:05] – Riya’s Startup Journey
[06:55] – Marketplace Challenges
[08:28] – Modern Billing Gaps
[10:46] – AI in Finance
[13:10] – Human-in-the-Loop Design
[18:35] – ML vs. Gen AI
[24:26] – Series A & Scaling
[30:11] – Future Finance Stack
[35:15] – Rapid Fire & Wrap-Up
Wed, 25 Feb 2026 - 39min - 82 - Claude AI to Automate Bookkeeping with Real Business Workflows
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss their latest experiences in the finance world. They explore how tools like Claude and Copilot are transforming workflows, and Glenn shares how he tackled personal finance challenges, from tracking expenses to handling journal entries. Glenn also highlights a real-world example of using these tools for bookkeeping and expense tracking, giving listeners insights into how these technologies can streamline financial tasks.
In this episode, you will discover:
- How tools are changing workflows in finance and accountingReal-world use of tools for bookkeeping and expense trackingThe speed of technology development and its impact on financial tasksHow small businesses can leverage Excel for planning and reportingThe challenges and benefits of using financial assistants for business workflows
Paul and Glenn discuss how tools like Claude and Copilot are transforming finance workflows, saving time, and improving efficiency. The future of finance is evolving rapidly, and businesses of all sizes should embrace these innovations to stay ahead.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:45] – Glenn's Recent AI Breakthroughs
[02:24] – Frustration with ChatGPT & Switching to Claude
[04:22] – Using Claude for Personal Finance
[07:00] – Organizing Expenses & Journal Entries
[09:45] – Claude’s Role in Financial Workflow Automation
[11:15] – Copilot vs. Claude: A Quick Comparison
[14:00] – AI’s Influence on Financial Planning Tools
[16:45] – Rapid AI Advancements and Global Competition
[19:15] – Closing Thoughts & Final Remarks
Wed, 18 Feb 2026 - 19min - 81 - Claude AI Replaces ChatGPT and Copilot in Finance to Automate Workflows without Planning Tools
In this episode of Future Finance, Paul Barnhurst and Glenn Hopper explore how AI tools like Claude, Copilot, and Excel agents are transforming financial workflows in 2026. As the finance industry continues to evolve, AI is playing an increasingly crucial role in automating routine tasks, improving accuracy, and boosting efficiency.
Paul and Glenn discuss their firsthand experiences with AI-driven tools, from tracking expenses and managing journal entries to building financial models. They also dive into the ways small and medium businesses are utilizing AI-powered Excel agents to streamline their financial processes without the need for expensive, traditional planning tools.
In this episode, you will discover:
- The impact of AI agents in finance and how they simplify workflows.Personal experiences with Claude and Copilot in real-world finance tasks.How to integrate AI into your finance team’s daily tasks.The benefits and challenges of AI-powered automation in finance.
Paul and Glenn emphasize the importance of embracing AI in finance, highlighting how tools like Claude, Copilot, and Excel agents are transforming everyday workflows. They encourage finance professionals to experiment with AI, even if it means starting small.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] – AI’s Role in Finance
[03:47] – AI Agents in Excel
[06:12] – Claude vs. Copilot
[09:27] – Automating Expenses & Journal Entries
[15:56] – AI for Financial Models
[21:21] – Future of AI in Small Business Finance
[26:26] – Workflow Automation in Finance
[35:28] – AI & Human Collaboration
[39:31] – Experimenting with AI in Finance
[41:45] – Data Quality & Governance
[43:07] – Key Takeaway
Wed, 11 Feb 2026 - 48min - 80 - The Future of SMB Finance Is AI Bookkeeping to Replace Broken ERP Systems with Kevin & Drew
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Kevin Thomas and Drew Hyatt, co-founders of Omniga, about solving persistent issues in bookkeeping and the monthly close process for small and mid-sized businesses. They discuss how finance leaders often struggle with unreliable data and how Omniga is creating a more structured, review-ready accounting workflow.
Kevin Thomas brings a background in corporate FP&A and a CFA perspective. His hands-on experience with messy books and data integrity problems in SMBs led him to co-found Omniga. Drew Hyatt is a technology leader with a background in FinTech integrations and data pipelines. He previously worked in construction finance and medical supply chains, building systems that manage high-volume, rule-based transactions.
In this episode, you will discover:
- Why clean financial data is essential for any finance function to scale.What makes SMB accounting workflows difficult and how Omniga is addressing it.How Omniga uses automation to classify, normalize, and escalate accounting entries.The structure of a scalable, review-focused operating system for fractional CFOs.
Kevin and Drew share how Omniga is tackling the core challenges of bookkeeping and monthly close for SMBs. Their approach brings structure, control, and scalability to finance operations where it’s needed most.
Follow Kevin:
LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/
Company: https://www.linkedin.com/company/omniga-ai/
Follow Drew:
LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:15] - Meet Kevin and Drew
[01:28] - Why Omniga Started
[04:38] - Drew’s Tech Background
[07:04] - The Name “Omniga”
[10:33] - Controlling AI Output
[13:57] - Guardrails and Escalation
[16:18] - Final Thoughts
Wed, 04 Feb 2026 - 17min - 79 - How SMBs Can Fix Bookkeeping to Build Trustworthy Data and Scale Finance with Kevin & Drew
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Kevin A.Thomas and Drew Hyatt, the co-founders of Omniga, to discuss the often-overlooked but critical challenges facing small business finance teams. While enterprise companies get most of the attention, Kevin and Drew are focused on the backbone of the economy, businesses under $30 million in revenue—and the unique struggles they face when it comes to closing the books, managing data, and generating strategic insight.
Kevin A.Thomas, CFA, is the founder of Omniga and a seasoned strategic finance leader focused on scaling digital businesses. Kevin is passionate about rebuilding the back office to help businesses make smarter decisions, faster. Drew Hyatt is the Co-Founder and CTO of Omniga. He plays a key role in architecting Omniga’s infrastructure, translating complex workflows into scalable technology for finance teams.
In this episode, you will discover:
- Why clean books are the foundation for strong financial decisionsThe hidden risks in small business bookkeeping and how to fix themThe difference between replacing tasks and supporting human judgmentHow to expand from bookkeeping to full finance strategy supportHow to structure a finance workflow that scales with your business
Kevin and Drew leave us with a clear message: better finance starts with a stronger foundation. By focusing on clean books and scalable workflows, Omniga is reshaping how small businesses manage finance. It’s not about replacing people, it’s about empowering them to do more with less.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
Follow Kevin:
LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/
Company: https://www.linkedin.com/company/omniga-ai/
Follow Drew:
LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] –Trailer
[03:39] – Why They Started Omniga
[07:11] – Drew’s Tech Journey
[09:28] – What "Omniga" Means
[11:26] – Rules vs. Suggestions
[14:33] – How the Workflow Scales
[19:28] – Above the Ledger
[25:40] – From Inputs to Entries
[29:50] – Real-World Use Cases
[35:05] – When to Add FP&A
[37:45] – Closing Fun Segment
Wed, 28 Jan 2026 - 42min - 78 - AI Adoption Divide in Finance for Leaders to Bridge the Gap Between People and Systems
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the AI landscape and how CFOs and finance leaders should approach AI in 2026. Reflecting on the developments of 2025, they explore how AI adoption is progressing at the individual and company levels and discuss the surprises and challenges they've encountered in the AI space.
Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows.
In this episode, you will discover:
- The current state of AI adoption by individuals and companies.Surprising shifts in AI companies like OpenAI and Microsoft in 2025.The growing role of specialized AI models and their potential impact on industries like finance.Predictions for the future of AI in 2026, including advancements in LLMs and robotics.
Glenn and Paul discussed the evolving AI landscape and its impact on finance, offering insights into key developments and predictions for 2026. They highlighted the challenges, growth, and opportunities AI presents for finance leaders and businesses.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:15] - Reflections on AI in 2025
[05:07] - Paul’s Surprises on AI’s Progress
[11:05] - OpenAI’s Consumer Focus
[13:23] - Predictions for Specialized Models
[14:51] - AI and Robotics
[17:20] - Small vs Large Models
[18:28] - Closing Thoughts on AI in Finance
Wed, 21 Jan 2026 - 18min - 77 - AI Adoption Is Surging but Finance Pros Are Falling Behind Due to Bad Data and Poor Strategy in 2026
In this first episode of Future Finance for 2026, hosts Paul Barnhurst and Glenn Hopper take time to reflect on how AI actually showed up in finance over the past year, and what that means going forward. Without a guest, the conversation focuses on real experiences, observations, and lessons from working directly with finance teams, CFOs, and operators who are navigating AI adoption day to day.
Paul and Glenn discuss how individuals have become far more comfortable using AI tools in their own work, while companies as a whole have moved much more slowly. Topics include ongoing data quality problems, hesitation around governance and security, and why many organizations still struggle to integrate AI into core systems and workflows. They also share their thoughts on notable developments from 2025, including OpenAI’s shift toward consumer use, Microsoft Copilot’s mixed results, Google Gemini’s rapid improvement, and Nvidia’s continued growth.
In this episode, you will discover:
- How AI adoption differs between individuals and organizationsWhy poor data quality still limits many finance teamsWhat recent changes from OpenAI, Microsoft, Google, and Nvidia suggestWhere Microsoft Copilot works well today and where it falls shortWhy automation and basic app-building are becoming more important
Paul and Glenn share concrete examples from Excel, Outlook, reporting, and close processes. They also emphasize that banning AI use is no longer realistic and that clear guidelines matter more than strict restrictions.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:47] – How Individuals vs. Companies Used AI in 2025
[06:12] – OpenAI, Monetization, and Market Signals
[09:27] – Google Gemini’s Turnaround
[15:56] – Big Models vs. Specialized Tools
[21:21] – Consumer AI and Platform Control
[26:26] – Real Copilot Use Cases in Excel
[35:28] – What Finance Professionals Should Focus on in 2026
[39:31] – What Finance Leaders Need to Do Now
[41:45] – Automation, Vibe Coding, and What’s Next
[43:07] – Final Thoughts and Closing
Wed, 14 Jan 2026 - 44min - 76 - The Future of Finance for CFOs to Automate Accounting with AI-First General Ledgers - Sasha Orloff
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Sasha Orloff, CEO of Puzzle, to discuss the future of accounting and how AI is poised to transform the finance industry. Sasha Orloff shares his journey from founding LendUp and Mission Lane to building Puzzle, an innovative accounting software platform designed to solve the industry’s most pressing challenges.
Sasha Orloff is the CEO of Puzzle, a modern accounting software platform focused on building the future of finance. Before Puzzle, Sasha Orloff founded LendUp and Mission Lane, which both scaled to hundreds of millions in revenue. He has a deep background in finance, technology, and AI, and his insights are helping to shape the next wave of innovation in the industry.
In this episode, you will discover:
- The challenges of traditional accounting systems and outdated softwareHow AI and predictive analytics can streamline financial tasks and improve decisionsThe need for an evolving general ledger and the role of blockchain in enhancing transparencyHow AI reduces errors and provides more accurate insights for finance professionalsThe future of accounting and how AI will enable faster, smarter decision-making
Sasha Orloff explains how Puzzle is addressing the foundational issues with traditional accounting software by focusing on trust, transparency, and flexibility. He also shares his thoughts on the importance of building the right data infrastructure to enable AI-driven insights in finance.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
Follow Sasha:
LinkedIn: https://www.linkedin.com/in/sashaorloff/
Company: https://www.linkedin.com/company/puzzlefin/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:00] - Meet Sasha Orloff
[03:30] - The Problem with Traditional Accounting Software
[06:00] - The Future of the General Ledger and Data Transparency
[10:30] - How AI Enhances Finance and Accounting Tasks
[12:45] - Blockchain’s Role in Financial Trust
[17:30] - The Role of AI in Business Decision-Making
[20:00] - How Puzzle is Revolutionizing Financial Software
[27:00] - AI and the Democratization of Data Science
[33:00] - Lightning Round: Fun Personal Questions
Wed, 31 Dec 2025 - 35min - 75 - How Finance Teams Can Solve the Monday Morning Problem with Real-Time AI - Ian Wong
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Ian Wong, co-founder and CEO of Summation, a cutting-edge AI platform designed to help enterprise leaders navigate complex data and make smarter business decisions. Ian shares his journey from CTO at Opendoor to founding Summation, inspired by his frustration with the inefficiencies of traditional reporting and analysis systems.
Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.
Expect to Learn:
- The Monday Morning Problem and its impact on business operationsHow AI can eliminate tedious data analysis processesThe difference between traditional BI tools and the AI-powered platform SummationThe importance of real-time, decision-grade data for enterprise leaders
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Ian:
LinkedIn: https://www.linkedin.com/in/ian-wong/
Company: https://www.linkedin.com/company/summation-hq/
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:01] - The Monday Morning Problem and Decision-Making
[03:46] - The time and effort spent on manual data analysis
[08:48] - Ian’s Motivation Behind Summation
[10:40] - What Makes Summation Different
[12:48] - The Importance of Accurate Data in Finance
[13:53] - Wrapping Up and Farewell
Wed, 24 Dec 2025 - 13min - 74 - How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ian Wong, co-founder and CEO of Summation, to talk about one of the most frustrating challenges in finance and analytics: getting timely, trustworthy answers to basic business questions. Ian shares the story behind what he calls the “Monday Morning Problem” and explains why finance teams often spend weeks chasing insights that arrive too late to matter. The conversation explores the limits of dashboards, the risks of AI hallucinations in finance, and what decision-grade analytics really means.
Ian Wong is the co-founder and CEO of Summation, an AI-powered decision platform built to help enterprise leaders better understand how their businesses are performing. Before Summation, Ian co-founded Opendoor and served as CTO through its journey to going public. He was also Square’s first data scientist, where he built early fraud and risk systems. Ian holds degrees in electrical engineering and statistics from Stanford University and brings a rare blend of deep technical expertise and business leadership experience.
In this episode, you will discover:
What the “Monday Morning Problem” is and why it slows down decision-makingWhy dashboards and ad hoc reports often fail finance leadersThe risks of relying on generic AI tools for financial analysisHow decision-grade analytics differ from conversational AIWhat the coming “query flood” could mean for data infrastructure and costsIan explains how Summation helps finance and operations teams move from manual data stitching to faster, more reliable insights. The discussion also covers AI hype versus reality, why trust matters so much in finance analytics, and how leaders can think more clearly about where AI fits into real business workflows.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
Follow Ian:
LinkedIn: https://www.linkedin.com/in/ian-wong/
Company: https://www.linkedin.com/company/summation-hq/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:58] – Meet Ian Wong
[05:25] – The “Monday Morning Problem”
[09:23] – What Empathetic Leadership Really Means
[13:15] – How Enterprise Research Really Works
[16:34] – The Monday Morning Numbers Meeting
[21:25] – A Balance Sheet That Still Doesn’t Balance
[25:53] – Where AI actually helps finance teams
[28:27] – The AI Hype Question of 2025
[33:07] – Moving into Personal Questions
Wed, 17 Dec 2025 - 37min - 73 - ERP and AI Failures Finance Pros Face Without Data and Process Governance with Cindy Vindasius
In this episode of The Future Finance Show, hosts Paul Barnhurst and Glenn Hopper sit down with Cindy Vindasius, an expert in accounting and process transformation with over 30 years of experience in the Silicon Valley ecosystem. Cindy, the founder and CEO of her advisory practice, shares her expertise on ERP implementations, system transformations, and how AI is reshaping the finance landscape. They discuss her experiences with ERP failures, her new online course for ERP readiness, and the challenges companies face when navigating ERP transformations and adopting AI tools.
Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.
Expect to Learn:
Why legacy ERP systems are fundamentally flawed in designCindy’s journey into ERP transformations and system implementationsThe complexity of ERP migrations and why they’re often harder than expectedHow AI is changing ERP systems and the finance industryCindy’s ERP readiness course, which helps businesses prepare for successful ERP transformationsJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:
AI Readiness Assessment:
Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/
AI First Vendor Evaluation Checklist:
Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in
Follow Cindy:
LinkedIn: https://www.linkedin.com/in/cindy-vindasius/
Website: https://www.vindasius.com
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:29] - Cindy’s Background and ERP Experience
[03:30] - The Challenges of ERP Implementations
[07:00] - AI’s Role in Changing ERP Systems
[10:10] - Lessons from AI-Native ERP Platforms
[12:00] - Cindy’s ERP Readiness Course
[16:30] - Closing Thoughts and Thanks
Wed, 10 Dec 2025 - 16min - 72 - What Finance Professionals Must Fix Before AI and ERP Transformations Fail with Cindy Vindasius
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by systems and finance transformation expert Cindy Vindasius to explore why so many ERP implementations fail, and what companies can do to fix that. They discuss the often-overlooked groundwork needed before selecting a system or deploying AI tools, and why jumping straight to automation without strong data and processes is a recipe for chaos. Whether you're planning an ERP rollout or modernizing finance operations, this conversation is packed with practical guidance for long-term success.
Cindy Vindasius is a CPA and MBA with over 30 years of experience guiding high-growth technology and manufacturing companies through complex ERP, finance transformation, and AI-readiness initiatives. As the founder of Vindasius Advisory, she has led 12 ERP implementations, 8 IPO and M&A, and numerous SOX compliance projects. Her clients include industry leaders such as Tesla, Apple, 23andMe, and TenX. Through her ERP Preparedness Master Workshop and executive advisory programs, Cindy helps CFOs and CIOs align systems and processes for scale, resilience, and efficiency.
In this episode, you will discover:
Why 70% of ERP implementations fail and how to avoid common misstepsWhat ERP readiness really means, and why it's often overlookedHow AI-native ERPs compare to legacy systems in real-world implementationsWhy scalable data governance and documented processes are essentialHow Cindy’s ERP Preparedness Master Workshop helps teams succeedThis episode highlights the often-missed foundations of ERP and AI success: preparation, clarity, and scalability. Cindy Vindasius shares the roadmap finance leaders need to transform systems from a source of chaos into a driver of growth.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance.
AI Readiness Assessment:
Take the free 3-minute AI Readiness Assessment to clearly identify your strengths and weaknesses across Finance and Operations: https://cindy-tooq6nwx.scoreapp.com/
AI First Vendor Evaluation Checklist:
Evaluate smarter and avoid costly mistakes with this AI First Vendor Evaluation Checklist packed with key criteria: https://www.vindasius.com/opt-in
Follow Cindy:
LinkedIn: https://www.linkedin.com/in/cindy-vindasius/
Website: https://www.vindasius.com
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:36] – Meet Cindy
[04:33] – ERP Beginnings
[07:43] – AI-Native ERP Landscape
[11:41] – AI in Finance
[15:25] – ERP Readiness Course
[21:36] – Data Migration Issues
[25:53] – ERP vs AI Readiness
[29:44] – Outsourcing Pitfalls
[30:46] – Rapid-Fire & Fun
[32:57] – Closing Thoughts
Wed, 03 Dec 2025 - 34min - 71 - The ERP Problem for Finance Teams to Replace Consultant Lock-In with AI - Santiago Nestares
In this episode of The Future Finance Show, hosts Glenn Hopper and Paul Barnhurst speak with Santiago Nestares, co-founder and CEO of DualEntry, about the urgent need for modern ERP systems built from the ground up. Santiago shares the origin story behind DualEntry, born from his frustrations with legacy finance systems while scaling a $100M+ global business. The conversation explores how DualEntry eliminates painful ERP implementations, delivers live data in under 24 hours, and empowers finance teams to operate with greater automation and control
Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Prior to DualEntry, he co-founded Benitago, which scaled to over $100 million in revenue. His first-hand struggles with outdated ERP systems inspired him to build a finance platform that automates workflows, simplifies migrations, and improves operational transparency, without the typical consulting overhead or nine-month implementations.
Expect to Learn:
Why legacy ERP systems are fundamentally flawed in designHow DualEntry enables 24-hour data migrations with minimal disruptionThe practical difference between AI-native vs. AI-layered ERP platformsHow consumer-grade experience is redefining enterprise finance softwareWhy ERP implementation doesn’t have to feel like back surgeryJoin hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Santiago:
LinkedIn: https://www.linkedin.com/in/santiago-nestares/
Website: https://www.dualentry.com/
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:58] - ERP Pain Points from Scaling a $100M Business
[02:39] - Why Simple ERP Migrations Are Surprisingly Hard
[06:13] - From Stealth to $90M Series A
[10:01] - Where Finance Teams Will See ROI First
[14:42] - How 24-Hour ERP Migration Works
[19:26]- Fixing ERP: From Back Surgery to Massage
Wed, 26 Nov 2025 - 19min - 70 - DualEntry's Co-founder Santiago Nestares shares why Mid-Market CFO are ditching Legacy ERPs
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Santiago Nestares, co-founder and CEO of DualEntry, about the reinvention of ERP systems through AI-native design. After scaling a global e-commerce business to over $100 million in revenue, Santiago experienced the frustrations of legacy finance systems firsthand. That pain sparked the vision for DualEntry: an ERP platform built from the ground up for the AI era.
Santiago Nestares is the CEO and co-founder of DualEntry, an AI-native ERP platform. Before DualEntry, he co-founded Benitago, a leading Amazon brand aggregator. His experience running a multi-entity, high-growth business exposed the inefficiencies in traditional finance systems, inspiring him to build a next-gen ERP solution from scratch.
In this episode, you will discover:
Why legacy ERP systems are fundamentally broken, and how AI changes the gameHow DualEntry enables 24-hour ERP data migrationThe role of AI in journal entries, reporting, and reconciliationHow auditors are embracing automation and AI for compliance and accuracyWhy ERP systems must evolve beyond just being "AI-enabled" to truly AI-nativeSantiago Nestares joins Paul and Glenn to reveal how DualEntry is transforming ERP for the AI era. From eliminating painful migrations to building systems finance teams actually enjoy using, Santiago makes it clear: the future of ERP is AI-native, fast, and built with users in mind. ERP doesn’t have to be a burden. With the right tools, it can become a strategic advantage.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Santiago:
LinkedIn: https://www.linkedin.com/in/santiago-nestares/
Website: https://www.dualentry.com/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:36] - Lessons from Scaling to $100M & ERP Frustrations
[03:37] - Why ERP Migrations Are So Broken
[07:47] - How DualEntry Raised a $90M Series A
[10:51] - AI-Native vs. AI-Enabled ERP Systems
[18:23] - Challenges and Realities of 24-Hour ERP Migration
[23:26] - Why Building a Mid-Market ERP Is a Bold Move
[28:18] - Using AI in Audits & Real-Time Reporting
[31:45] - Rapid-Fire AI Questions
[35:52] - Final Reflections & Wrap-Up
Wed, 19 Nov 2025 - 36min - 69 - The NetSuite AI & MCP Connector Help Finance Teams Turn ERP into a System of Action with Ranga & Joe
In this episode of Future Finance, Glenn Hopper and Paul Barnhurst sit down with Joe Friedman and Ranga Bodla from Oracle NetSuite to explore how AI is transforming enterprise resource planning (ERP) systems. Amidst rising competition and a rapidly changing tech landscape, NetSuite is doubling down on intelligent automation, open platforms, and embedded AI to redefine how finance teams operate.
Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance
Expect to Learn:
Why AI is reinvigorating interest in ERP platforms like NetSuite.How NetSuite’s AI strategy balances “AI every day” and “AI your way.”What the MCP connector does and why it’s a game-changer for data analysis.How NetSuite’s clean data models fuel better AI outcomes and user productivity.Joe Friedman and Ranga Bodla offer a compelling look at how NetSuite is embedding AI into the core of ERP to drive smarter, faster decision-making. Their insights show that clean data, open platforms, and practical AI tools are key to transforming finance operations today.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Joe:
LinkedIn: https://www.linkedin.com/in/friedman-ns/
Follow Ranga:
LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:00] – Where NetSuite Stands in Today’s ERP Landscape
[05:17] – Why ERP and AI Go Hand-in-Hand
[07:29] – AI Every Day, AI Your Way: What NetSuite’s MCP Connector Unlocks
[10:29] – Practical AI Integration Inside NetSuite
[13:30] – Real-World Use Cases for AI in Finance
[16:22] – AI Agents, Automation, and What’s Coming Next
[18:05] – SaaS as the Real Driver of AI Adoption
[19:48] – Why Clean Data Fuels Better AI Outcomes
[21:12] – Closing Thoughts
Wed, 12 Nov 2025 - 21min - 68 - How NetSuite uses AI and how the NetSuite Connector is a Game Changer for accountants with Joe and Ranga
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with NetSuite’s Joe Friedman and Ranga Bodla to explore how AI is transforming enterprise resource planning (ERP) systems. With decades of combined experience in enterprise software, Joe and Ranga discuss how NetSuite is innovating ERP through AI-native capabilities, open platforms, and real-time automation. The conversation spans AI agent adoption, data clarity, and how finance teams can start harnessing AI today without major overhauls.
Joe Friedman is the Senior Director of AI Innovation at Oracle NetSuite, driving efforts to integrate practical AI across finance and operations. With over 15 years at NetSuite, Joe focuses on converting AI into measurable productivity gains. Ranga Bodla is the Vice President of Field Engagement and Marketing at Oracle NetSuite, with more than 20 years in enterprise software. He leads industry strategy across verticals, helping businesses convert innovation into performance.
In this episode, you will discover:
Why NetSuite believes ERP is the core of AI transformation in financeHow the new MCP connector integrates AI agents like Claude and ChatGPTPractical AI use cases: from variance analysis to journal entry creationWhy clean ERP data is essential for effective AI outcomesHow companies can start AI initiatives without high risk or costJoe Friedman and Ranga Bodla offer a compelling look at how NetSuite is leading the charge in making AI practical and accessible within ERP systems. Their insights show that businesses don’t need massive overhauls to start seeing value from AI, just clean data and the right tools. As ERP evolves, NetSuite’s hybrid approach positions it to stay ahead. This episode is a must-listen for anyone navigating the intersection of finance, tech, and AI.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Joe:
LinkedIn: https://www.linkedin.com/in/friedman-ns/
Follow Ranga:
LinkedIn: https://www.linkedin.com/in/ranga-bodla-bb45b/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[04:15] - Competing with New ERP Platforms
[09:42] - What is MCP & AI Everyday?
[13:47] - AI Use in Daily Finance Tasks
[20:18] - Why Many AI Projects Fail
[27:14] - How to Start with AI in NetSuite
[30:25] - Building AI Workflows Without Engineers
[35:19] - Future of ERP: Embedded AI vs. External Agents
[39:33] - The Most Human Thing About AI
[43:49] - Closing Thoughts & Takeaways
Wed, 05 Nov 2025 - 44min - 67 - The AI Paradox for Finance Leaders to Solve with Data Clarity & Smarter Decisions - Khaled Chowdhury
In this episode, Paul sits down with renowned data strategist Khaled Chowdhury to unpack what it means to bring clarity to data in the age of AI. With a background in FP&A and a track record as an early Power BI adopter, Khaled brings a rare blend of financial and technical expertise. The conversation explores the concept of "data clarity," the challenges behind AI adoption in business, and why clean data models matter more than ever.
Khaled Chowdhury is a globally recognized expert in data strategy and the founder of Data Crafters. With roots in FP&A, Khaled was among the first to integrate Power BI into planning workflows. Today, he helps executives and teams transition from data chaos to clarity, particularly as AI transforms the business landscape.
Expect to Learn:
What “data clarity” really means and why it matters for business decisions.The two big barriers preventing organizations from becoming data-driven.What the “AI paradox” is and why 95% of enterprise AI projects fail.Why your data model is the hidden make-or-break factor in using AI tools.How to think about probabilistic vs. deterministic results in AI systems.Khaled Chowdhury and Paul Barnhurst offer a thought-provoking exploration of how data and AI are reshaping decision-making in the modern enterprise. From breaking down the myths of being data-driven to unpacking the AI paradox, their conversation highlights the growing need for clean data, smart models, and strategic thinking.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Khaled Chowdhury:
LinkedIn: https://www.linkedin.com/in/khaledchowdhury/
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:44] - Defining Data Clarity and the Cost of Chaos
[04:05] - Data-Informed Gut vs. Data-Driven Myths
[06:54] - The AI Paradox Explained
[09:18] - Why AI Projects Fail in the Enterprise
[13:33] - Clean Data Models: No Hiding Behind Lipstick
[14:26] - Closing Thoughts & What’s Next
Wed, 29 Oct 2025 - 15min - 66 - Why AI Projects Fail for Finance Teams and How Power BI and Clean Data Fix It with Khaled Chowdhury
In this episode of Future Finance, host Paul Barnhurst speaks with data expert Khaled Chowdhury, a renowned leader in the data and AI space. Khaled shares his journey from finance to data analytics, offering insights into the evolving role of AI in business decisions, the importance of data clarity, and how tools like Power BI and Fabric are transforming the data landscape. Khaled’s approach to data clarity in the age of AI brings a fresh perspective to the conversation on how companies can leverage data to make better, faster decisions.
Khaled Chowdhury is a data expert and founder of Data Crafters, helping businesses, especially in finance, build clear data strategies in the age of AI. With a background in FP&A, Khaled’s unique journey spans from finance director to certified data professional, with expertise in tools like Power BI and Fabric. He’s been recognized globally for his contributions to the data world, empowering organizations to make data-driven decisions. Khaled’s experience bridges finance, technology, and business leadership.
In this episode, you will discover:
Khaled’s journey from finance to data analytics and AIThe importance of data clarity and the common mistakes companies makeWhy AI and data-driven decisions require a strong foundationHow AI can both enhance and challenge business decision-makingPractical advice on how companies should prioritize AI investments and data managementKhaled Chowdhury highlights the importance of building a solid data foundation before diving into AI and advanced tools like Power BI and Fabric. His journey from finance to data leadership demonstrates how clarity, smart data strategies, and a focus on outcomes can transform decision-making.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Khaled:
LinkedIn:https://www.linkedin.com/in/khaledchowdhury/
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:12] – Khaled’s Journey: From Finance to Data
[06:10] – Defining Data Clarity
[10:15] – The AI Paradox
[14:42] – The Power of Power BI and Fabric
[18:30] – The Data Maturity Curve
[22:05] – How Companies Should Invest in AI
[25:03] – The Future of Data and AI
[29:12] – The AI Chatbot Question
[34:25] – Wrapping Up: Final Thoughts from Khaled
Wed, 22 Oct 2025 - 35min - 65 - AI in Finance for CFOs to Replace Failing Top-Down Projects with Bottom-Up Shadow AI Wins
In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper explore how AI agents and productivity tools like Excel’s newest features are transforming the finance function. They contrast grassroots, employee-led innovation with large-scale, enterprise-driven AI projects, offering practical guidance and examples from their own experiments.
Expect to Learn:
The difference between top-down and bottom-up AI deployments in organizationsWhy “shadow AI” and “secret cyborgs” are redefining workplace productivityThe crucial role of change management in enterprise AI adoptionWhat Excel’s new AI agent can (and can’t) do for financial modelingGlenn Hopper and Paul Barnhurst deliver an insightful look into how AI is reshaping the finance profession, from enterprise-wide transformations to individual experimentation. Their discussion on agents, automation, and Excel’s evolving capabilities highlights how innovation and adaptability are redefining what it means to be a modern finance leader in a technology-driven world.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:22] - Top-Down vs Bottom-Up AI Adoption & Excel Agents
[01:26] - Building a Personal AI Agent
[04:01] - Top-Down vs Bottom-Up AI Strategy Explained
[06:41] - Change Management in AI Projects
[08:42] - Bottom-Up AI: Enable Use, Ensure Safety
[11:10] - Excel’s 40th Anniversary
[17:13] - Evaluating Excel's DCF Output
[18:23] - Final Thoughts and Takeaways
Wed, 15 Oct 2025 - 19min - 64 - AI in the Finance Team for CFOs to Lead Bottom-Up Adoption with Excel Agents and Shadow Tools
In this special episode of Future Finance, your hosts, Glenn Hopper and Paul Barnhurst, explore how artificial intelligence is making waves in the finance world. They explore two distinct approaches to AI adoption: top-down initiatives, driven by company leadership, and bottom-up strategies, where employees are introducing AI tools on their own. Glenn and Paul also discuss the latest AI tools in Microsoft Excel, including AI agents, and how they’re transforming financial modeling and decision-making. Tune in for a mix of practical advice, real-world experiences, and a bit of humor along the way.
In this episode, you will discover:
How top-down and bottom-up AI adoption strategies differ in business.Why employee-driven AI innovation is on the rise and how to manage it.The role of AI-powered tools like Excel Labs in transforming financial work.How AI agents can help upskill finance professionals and streamline tasks.Glenn and Paul explore the evolving role of AI in finance, from top-down strategies to employee-driven innovation. They highlight the potential of AI tools like Excel Labs and AI agents to transform financial processes. Tune in for insights on how embracing AI can help professionals stay ahead in a rapidly changing field.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[05:17] - Glenn’s New Book for Wiley
[08:21] - The AI Budget Mandate
[12:11] - Managing Bottom-Up AI Adoption
[15:39] - The Carol Office Question
[26:00] - Why Use Hard-Coded XLOOKUP?
[29:56] - Building and Customizing an AI Agent
[36:36] - Career Transitions and AI in FP&A
[39:50] - Final Thoughts and Wrapping Up
Wed, 08 Oct 2025 - 41min - 63 - AI Hype in Finance for Executives to Avoid Failure from Poor Data, Hype and Top-Down Rollouts
In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the realities behind the AI hype cycle and how it's playing out in finance, from inflated ROI expectations to unscalable AI tools and organizational chaos, Paul and Glenn unpack what’s working, what’s failing, and why so many companies are stuck. With no guest this week, the duo shares their honest takes on the state of AI, its practical limits in financial workflows, and how companies are fumbling both bottom-up adoption and top-down implementation. This one’s a mix of hot takes, technical insight, and just enough despair to keep things real.
In this episode, you will discover:
How bottom-up AI adoption is outpacing executive-led rollouts in finance.The problem with inflated expectations and what’s really causing AI project failures.Why Excel tools powered by AI are promising, but limited by context windows.How governance and data issues are crippling enterprise AI strategies.What OpenAI, Oracle, Nvidia, and Microsoft’s latest moves mean for the AI landscape.AI isn’t a magic solution; it’s a powerful tool that still depends on good data, realistic goals, and a bit of patience. Paul and Glenn make it clear that while the hype is loud, real progress takes thoughtful implementation and education. The future of AI in finance looks promising, but only for teams willing to do the work.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:56] - AI Hype Cycle Meltdown
[04:50] - AI Tools in Excel
[07:33] - Bottom-Up vs Top-Down Adoption
[11:33] - Why AI Projects Fail
[14:38] - Change Management Gaps
[17:23] - Context Window Limitations
[20:30] - Learn the Basics of AI
[23:11] - Oracle, Nvidia & OpenAI Deals
[30:07] - Microsoft Adds Anthropic to Copilot
[34:24] - Copilot Improvement & Wrap-Up
Wed, 01 Oct 2025 - 36min - 62 - AI ERP Innovation for Financial Executives to Disrupt Legacy Software with Franz Faerber
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Franz Faerber, Co-founder and CTO of Lensing, formerly Everest Systems, and one of the key minds behind SAP HANA. Franz shares his remarkable journey from leading SAP’s real-time database revolution to building a next-generation ERP platform designed from the ground up to embrace AI and modern business needs.
Franz Faerber is the Co-founder and CTO of Lensing, an AI-native ERP company formerly known as Everest Systems. Before founding the company, Franz spent over 26 years at SAP, where he served as Executive VP of Technology and was the original architect behind SAP HANA, one of the most advanced in-memory databases in the world. His work helped transform data processing and analytics for thousands of global enterprises. Today, through Lensing, he is working to rethink ERP from the ground up, using AI and agile development to address the inefficiencies of traditional systems.
In this episode, you will discover:
Why the ERP space is finally ready for disruption and how Franz approaches building a modern alternative.How the team built a fully functional inventory management system in just four months without writing a single line of code.The role of AI in accelerating ERP development, reducing costs, and enabling mass personalization.Why Franz believes the future of ERP lies in integration, automation, and adaptability.Franz Faerber’s insights offer a compelling vision for the future of ERP, one where AI, speed, and simplicity are no longer optional but essential. His journey from SAP HANA to building what is now Lensing showcases what’s possible when innovation meets experience.
Follow Franz:
LinkedIn - https://www.linkedin.com/in/franz-faerber/
Company - https://lensing.ai
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Trailer
[02:18] - Meet Franz Faerber
[03:53] - The SAP HANA Revolution
[09:00] - Leaving SAP for Everest
[10:39] - Why Build a New ERP?
[18:36] - Dev & Release Cycles
[21:20] - What Sets the Platform Apart
[25:48] - Leadership & Vision
[29:32] - Chess, Books & Strategy
[33:20] - Final Thoughts
Wed, 24 Sep 2025 - 34min - 61 - AI Accounting for FP&A Professionals to Deliver Real-Time Finance Insights with Jeff Seibert
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Jeff Seibert, CEO and founder of Digits, a cutting-edge accounting platform. Jeff shares how Digits is transforming the finance world by automating accounting workflows and providing real-time visibility into financial data. He explains how integrating modern technology into the general ledger (GL) and other accounting processes is streamlining the financial close and eliminating inefficiencies that have long been part of traditional systems.
Jeff Seibert is the founder and CEO of Digits, a groundbreaking accounting platform. Previously, he was Twitter's Head of Consumer Product and appeared in the Emmy-winning Netflix documentary The Social Dilemma. Jeff co-founded Crashlytics, acquired by Twitter in 2013 and now owned by Google. A self-taught programmer, he started coding at 13 and graduated from Stanford with a B.S. in Computer Science. Jeff is also an angel investor in over 100 startups and was named one of Insider’s Top 100 Seed VCs.
Expect to Learn:
The difference between traditional and AI-native accounting systemsHow Digits uses machine learning for near-perfect transaction classificationWhy legacy systems struggle with AI and how Digits solves itHow predictive models enable real-time financial insightsJeff’s predictions on AI’s future in finance, automation, and reconciliationJeff Seibert provides a fascinating insight into the future of finance, showcasing how AI can transform the accounting space from a slow and manual process to one that’s fast, predictive, and automated. His journey from self-taught programmer to CEO of a company revolutionizing accounting highlights the power of innovation in today’s tech-driven world.
Follow Jeff:
LinkedIn - https://www.linkedin.com/in/jseibert/
Website - https://jeffseibert.com/
Company - https://digits.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Introduction to Jeff Seibert
[02:25] - What Inspired Jeff to Start Digits
[05:24] - How Did Jeff Overcome the Data Gap
[08:11] - Did You Expect the Digits Timeline
[12:38] - AI Agents in Classification
[16:50] - The Future of Real-Time Accounting
[18:43] - Wrapping Up with Jeff Seibert
Wed, 17 Sep 2025 - 18min - 60 - Modern AI-ledgers for Accounting and Finance Teams to Replace QuickBooks and Automate the Books with Jeff Seibert
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst are joined by Jeff Seibert, founder and CEO of Digits. Jeff shares his journey from creating his first app at the age of 13 to building Digits, a platform that’s changing the way businesses approach accounting. With a background in tech and a passion for solving real-world problems, Jeff explains how his frustration with outdated financial systems led to the creation of Digits, which now provides real-time financial data to businesses.
Jeff Seibert is the founder and CEO of Digits, an innovative accounting platform that helps businesses manage their finances with real-time insights. Before starting Digits, Jeff co-founded Crashlytics, a mobile performance analytics company that was acquired by Twitter in 2013. He went on to lead Twitter's consumer product team and later appeared in the Emmy Award-winning Netflix documentary The Social Dilemma. A self-taught programmer, Jeff has been a part of the startup world for years and has invested in over 100 companies, earning recognition as one of Insider's Top 100 Seed VCs.
In this episode, you will discover:
How Jeff’s passion for coding started at age 13.The story behind founding Digits and solving slow financial systems.How Digits provides real-time financial data to businesses.Why traditional accounting systems fail and how Digits overcomes it.Jeff’s vision for AI and automation in the future of accounting.Jeff shared his journey from building his first app at 13 to leading Digits, offering an insightful look at how modern accounting platforms are reshaping finance operations. His perspective on real-time financial data, overcoming the limitations of traditional systems, and the role of AI in automating workflows provides valuable guidance for finance leaders navigating the future of finance.
Follow Jeff:
LinkedIn - https://www.linkedin.com/in/jseibert/
Website - https://jeffseibert.com/
Company - https://digits.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:25] - Jeff’s Background
[07:11] - Why Traditional Accounting Fails
[10:24] - Overcoming Data Challenges
[13:17] - The Long Road to Market
[17:42] - AI Agents in Real-Time Accounting
[21:55] - Overcoming AI Adoption Resistance
[23:20] - What’s Next for AI in Five Years
[25:41] - The Future of Accounting
[30:44] - Transition from Startup to Big Company
[33:56] - Personalized and Fun Questions for Jeff
Wed, 10 Sep 2025 - 40min - 59 - Why 95 Percent of AI Projects Fail and What FP&A Teams Must Fix in their data and Workflows
In this episode, hosts Paul Barnhurst and Glenn Hopper explore the challenges and opportunities that come with incorporating AI into finance. They discuss why so many AI projects fall short of expectations, the importance of having clear processes and clean data, and how businesses can get the most out of these technologies. The conversation also covers the practical uses of tools like ChatGPT and Excel Copilot, and the need for realistic expectations when adopting new technology.
In this episode, you will discover:
Why 95% of AI projects don’t deliver the results businesses expect.The critical role that data quality and solid workflows play in making AI work.How businesses are using tools like ChatGPT and Excel Copilot to enhance financial operations.How to integrate these tools effectively into existing systems.The importance of setting realistic goals and expectations when using new technologies.Paul and Glenn stress that while AI offers great potential, it’s important to approach it with a clear understanding of its capabilities and limitations. They discuss how businesses can align technology with existing processes, manage expectations, and avoid common pitfalls.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:41] - Welcome to the Episode
[01:07] - Funny News of This Week
[04:00] - Why AI Projects Underperform
[09:12] - AI Automation for New Hires: Realistic or Hype
[16:01] - Understanding AI Fundamentals in Finance
[17:41] - Thoughts on ChatGPT-5
[31:06] - Summary of Key Takeaways from the Episode
Wed, 03 Sep 2025 - 32min - 58 - What the Excel workflow of the future will look like with Rosie AI CEO and Excel expert Dennis Jiang
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Dennis Jiang, co-founder and CEO of Rosie. Dennis shares how Rosie helps professionals navigate complex spreadsheets, debug formulas, and optimize financial models. The conversation explores how AI is transforming spreadsheet use, streamlining tedious tasks, and empowering users to focus on strategic insights. Dennis also explains the unique challenges of integrating AI into financial workflows and how Rosie is changing the landscape of Excel usage for power users.
Dennis Jiang is the co-founder and CEO of Rosie, an AI-powered assistant that helps professionals understand, build, and analyze spreadsheets with ease. Dennis started his career as a consultant at Bain & Company, where he became an Excel whiz, so much so that he later worked as a freelance Excel consultant for high-profile clients like Apple. Having seen firsthand how much his clients and colleagues rely on spreadsheets yet struggle with them, Dennis founded Rosie to leverage agentic AI to finally solve that problem and help professionals focus on insights rather than wrestling with formulas.
In this episode, you will discover:
How Rosie’s AI assistant redefines how professionals use Excel.The role of AI in auditing and debugging complex financial models.How Rosie saves time for finance teams by automating tedious tasks.The difference between Rosie and tools like Microsoft Copilot for advanced users.Why Dennis believes that spreadsheets will remain central to finance, even as AI technology evolvesDennis shared his journey from consulting to founding Rosie, offering an inspiring look at how AI is transforming Excel modeling and financial workflows. His insights into automating tedious tasks, debugging complex models, and enhancing financial analysis provide invaluable guidance for professionals looking to leverage AI to improve productivity and decision-making.
Follow Dennis:
LinkedIn - https://www.linkedin.com/in/dennis-jiang-0387923/
Website - https://www.askrosie.ai/?utm_source=podcast&utm_campaign=futurefinance1
Special Offer for Our Listeners: Enjoy 1 free month of Rosie Premium (a $20 value) using the code FUTUREFINANCE at checkout.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn - https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[03:04] - Why Rosie Was Created
[05:22] - Microsoft’s AI Integration Struggles
[06:45] - Rosie vs. Microsoft Copilot
[10:05] - Managing AI Hallucinations with Rosie
[12:55] - Rosie’s First Fan Club Website
[17:08] - The Future of Entry-Level Roles in Finance
[20:50] - Modeling with Punch Cards
[26:23] - The Future of Financial Analyst Roles
[33:05] - The Aha Moment for Rosie
[36:21] - Wrapping Up and Free Access to Rosie
Wed, 27 Aug 2025 - 37min - 57 - AI ERP for FP&A Teams to Replace Legacy Systems and Automate 300 Workflows Fast with Nicolas Kopp
In this episode of Future Finance, host Glenn Hopper and co-host Paul Barnhurst welcome Nicolas Kopp, a visionary leader in the AI-native ERP space. Nicolas shares how AI is transforming finance operations by offering real-time visibility, automation, and a path to zero-day close. He explains how AI integration redefines financial workflows, from data ingestion and processing to output, offering a more streamlined approach compared to traditional systems.
Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.
Expect to Learn:
The difference between AI-native ERP systems and legacy systemsHow AI is transforming data ingestion and transaction processing in financeThe role of AI agents in automating finance workflows, from cash transfers to accrualsWhy legacy systems struggle to integrate AI and how ReLit does it differentlyThe typical implementation process for AI-native ERPs and how it compares to traditional ERP rolloutsNicolas Kopp provided an insightful look at the future of finance and the potential of AI-native ERP systems. His work with ReLit showcases how AI can transform finance operations, offering real-time visibility and automating complex workflows. From narrowing the scope of AI agents to building smarter systems, Nicolas’ insights are invaluable for finance professionals looking to leverage AI for operational success.
Follow Nicolas:
LinkedIn - https://www.linkedin.com/in/nicolas-kopp/
Website - https://www.rillet.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:10] - What Makes an AI-native ERP?
[03:22] - Integrating AI into Legacy Systems
[04:51] - Exploring AI Agents in Workflows
[07:24] - How Close Are We to Autonomous AI Agents?
[11:31] - The Challenge of Quick ERP Implementations
[15:45] - Celebrating Success and Sequoia Backing
Wed, 20 Aug 2025 - 35min - 56 - AI ERP for Finance & Accounting teams to Replace NetSuite and Automate Close in 4 Weeks With Nicolas Kopp
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Nicolas Kopp, the founder and CEO of Rillet, to discuss how AI is transforming finance operations. The episode dives deep into the practical applications of AI-native ERPs, with Nicolas explaining how his platform redefines general ledger management. The discussion explores the future of finance workflows, from the zero-day close to AI-driven automation in accounting tasks. It's a compelling conversation about integrating advanced technology into finance without needing deep technical expertise.
Nicolas Kopp is the founder and CEO of Rillet, the AI-native ERP designed to automate accounting and close books faster. Backed by Sequoia, Rillet empowers accountants by integrating AI seamlessly into financial workflows. Previously, Nicolas served as the US CEO of N26, a fintech bank valued at $9 billion, where he played a key role in leading its expansion into the US market. Prior to N26, he spent five years in investment banking at Morgan Stanley. Nicolas holds a BA from the University of St. Gallen in Switzerland and an MSc in Accounting from the London School of Economics.
In this episode, you will discover:
How AI-native ERP systems like Rillet are revolutionizing general ledger operations.The process of automating complex accounting workflows with AI agents.Why finance leaders need to embrace AI and the practical steps to do so.The challenges and benefits of shifting from legacy systems to AI-driven platforms.How CFOs can leverage AI today, even without a dedicated tech team.Nicolas shared his journey from investment banking to leading Rillet, offering an inspiring look at how AI-native ERPs are transforming finance operations. His insights on automating workflows, achieving zero-day closes, and embracing AI-driven innovation provide essential guidance for finance leaders looking to stay ahead in the evolving landscape. This episode is a must-listen for professionals eager to drive change, innovate, and lead with purpose in the AI-powered future of finance.
Follow Nicolas:
LinkedIn - https://www.linkedin.com/in/nicolas-kopp/
Website - https://www.rillet.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:57] - What is an AI Native ERP?
[06:41] - AI Agents and Workflow
[09:15] - The Future of AI Agents with Autonomy
[11:47] - The Story Behind the General Ledger
[16:15] - The ERP Implementation Process
[23:43] - CFO Hesitations in Competitive Deals
[27:34] - Preparing Finance Leaders for AI Integration
[31:43] - Zero-Day Close as a Sport
[34:26] - Wrapping Up with Nicholas Kopp
Wed, 13 Aug 2025 - 35min - 55 - From Hype to Workflow: How AI in Excel Is Actually Helping Finance Teams Today
In this episode, hosts Paul Barnhurst and Glenn Hopper discuss the latest updates in AI and how these advancements are impacting the finance sector. They explore the practical challenges that come with integrating AI into existing finance workflows and the real-world limitations of AI tools. The conversation covers new tools like Claude for financial services and the recent developments from OpenAI, while also delving into how AI can be used in financial modeling and analysis. The hosts also share their personal experiences, frustrations, and optimism about the future of AI, offering a balanced view of the excitement and challenges that come with these technologies.
In this episode, you will discover:
How Claude for Financial Services is changing AI in finance.Insights on OpenAI’s agent rollout and its impact on the industry.The challenges of integrating AI into financial workflows, especially Excel.The practical limitations of AI in real-world finance applications.The future potential of AI tools and their role in financial decision-making.Paul and Glenn highlighted the potential of AI tools like Claude and OpenAI’s agents in finance, stressing the importance of understanding their limitations. While these technologies offer exciting opportunities, integrating them effectively into existing workflows is key to realizing their value. The journey to fully harness AI in finance continues, and practical, cautious adoption will be crucial.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:43] - Welcome to the Episode
[01:09] - Claude for Financial Services
[04:59] - OpenAI’s $10 Million Model
[06:41] - Integrating AI into Excel Workflows
[11:56] - Maintaining Data Integrity in AI Models
[13:37] - AI Integration via Spreadsheet Sidebars
[16:10] - Testing Data Formats: CSV vs JSON for LLMs
[21:59] - SNL Skit with Debbie Downer
[24:54] - Closing Remarks
Wed, 06 Aug 2025 - 25min - 54 - From PepsiCo to AI Expert: Lessons for FP&A Pros to Lead with Mindset over Tech with Tariq Munir
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome digital transformation expert Tariq Munir to explore how AI and data are reshaping finance leadership. The conversation centers on the core message of Tariq’s upcoming book, Reimagine Finance: A Guide to Leading in the Age of Data, AI and Digital, and how finance professionals can drive transformation without needing deep technical expertise. The episode emphasizes mindset shifts, the human role in AI adoption, and the practical use of digital twins and reasoning models in finance.
Tariq Munir is a keynote speaker, writer, and digital transformation consultant with over two decades of experience working with Fortune 500 companies. Formerly with PepsiCo, Tariq recently transitioned to full-time entrepreneurship. His work focuses on empowering CFOs and finance teams to lead enterprise-wide digital transformations. He’s also the author of the forthcoming book Reimagine Finance, scheduled for global release with Wiley.
In this episode, you will discover:
Why mindset, not technical expertise, is the key to digital transformation in finance.How AI is changing leadership expectations and essential skillsets.What digital twins are and how they can optimize finance processes.The challenges of applying reasoning models in financial AI use cases.Why critical thinking and human judgment remain vital in an AI-driven world.Tariq shared his inspiring transition from corporate executive to digital transformation leader, making this episode a compelling listen for anyone aiming for future-proof finance in the AI era. His reflections on leadership, his vision for human-centered AI adoption, and practical strategies like digital twins offer essential insights for finance professionals seeking to embrace innovation, drive change, and lead with purpose in an increasingly data-driven world.
Follow Tariq:
LinkedIn - https://www.linkedin.com/in/tariq-munir
Website - https://www.tariqmunir.me/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:23] - Writing "REIMAGINE FINANCE"
[03:45] - Key Takeaways For Finance Leaders
[06:02] - Career Shift And Current Update
[09:56] - AI And The New Breed Of Leaders
[14:57] - Balancing AI And Human-Centricity
[20:21] - Jobs And Technological Change
[28:42] - Challenges With AI Reasoning Models
[36:00] - Fun Questions & Episode Wrap-Up
Wed, 30 Jul 2025 - 39min - 53 - How Runway Helps Startup Leaders Simplify Finance with Design-First FP&A Tools with Siqi Chen
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Siqi Chen, founder and CEO of Runway. Siqi opens up about the challenges he faced understanding finance as a founder, and how those frustrations led him to build a more intuitive platform. The conversation explores what’s broken in traditional finance tools and how better design can make finance easier to grasp for everyone in the business, not just the experts.
Siqi is a builder and investor with a background that spans NASA, gaming, and high-growth startups. Before Runway, he led products at Zynga and Postmates, served as CEO of Sandbox VR, and invested in companies like Clubhouse and Amplitude. His journey gives him a unique perspective on how product design can solve real business pain points, especially in finance.
Expect to Learn:
Why traditional finance tools are often disliked.The common spreadsheet struggles growing teams face.How user-friendly design improves collaboration.Why Runway focuses on clarity and flexibility over complexity.What it means to build a thinking tool, not just a planning tool.Siqi shares practical, hard-earned insights on what it takes to build a truly useful finance platform, one that prioritizes clarity, flexibility, and collaboration. If you're frustrated by rigid systems or drowning in spreadsheet chaos, this episode offers a fresh perspective on how thoughtful design and a new approach to financial modeling can help you make better, faster decisions.
Follow Siqi:
LinkedIn - https://www.linkedin.com/in/siqic/
Company - https://www.linkedin.com/company/runway/
Twitter - https://x.com/blader
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:05] - Origin of Runway
[03:00] - Early Challenges & First Users
[04:10] - Early Demo & Launch Delay
[05:29] - User-Friendly Design
[11:43] - Winning by Being Different
[15:53] - Powerful Tech, Simple Design
[16:33] - From Workflow to Thinking Tool
Wed, 23 Jul 2025 - 18min - 52 - Why Siqi Chen is building an AI Thinking Platform for finance leaders at Runway
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Siqi Chen, founder and CEO of Runway, a finance platform built to help operators understand their business without needing a degree in finance. The discussion explores how traditional FP&A tools fall short, and why Runway is reimagining financial modeling by combining flexibility, design, and deeper thinking.
Siqi is the founder and CEO of Runway, a modeling platform designed for operators and finance professionals who need flexible, intuitive tools to manage business complexity. He previously served as CEO of Sandbox VR, VP of Product at Postmates, and Head of Product at Zynga. Siqi has also invested in over 100 startups, including Clubhouse, Amplitude, Pipe, and Italic. Early in his career, he worked at NASA, where he was awarded a Congressional Space Act Award while still in school for his work on the Mars Exploration Rover.
In this episode, you will discover:
Why FP&A platforms often fail to replace spreadsheets for financial modeling.How Runway is addressing the core pains of collaboration, complexity, and data integration.Why flexibility and speed of thought matter more than workflow automation.How Siqi thinks about AI’s role in making finance tools more usable and accessible.A remarkable story of how a meme coin helped fund life-saving research for his daughter’s brain tumor.Siqi shared his remarkable journey from NASA engineer and tech executive to founder of a finance platform built for modern operators. His experiences across product leadership, startup growth, and personal resilience highlight why tools like Runway are redefining how finance professionals think, plan, and collaborate. This episode is a must-listen for anyone looking to move beyond outdated systems and embrace a more flexible, human-centered approach to financial modeling and decision-making.
Follow Siqi:
LinkedIn - https://www.linkedin.com/in/siqic/
Company - https://www.linkedin.com/company/runway/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:48] - Siqi’s Background
[04:41] - Runway Journey So Far
[07:11] - Approachable Finance Tools
[14:28] - UX & What Makes Runway Unique
[20:26] - Thinking Tool Idea
[24:28] - Excel Flexibility Trade-Offs
[33:46] - AI as a Financial Exoskeleton
[40:21] - The Meme Coin Surprise
[44:40] - Wrap-Up
Wed, 16 Jul 2025 - 45min - 51 - AI Solution for CFOs to Replace Outdated ERP and Accelerate Financial Operations with John Glasgow
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, the founder and CEO of Campfire. With backing from Y Combinator and Foundation Capital, Campfire is rethinking the general ledger using AI-powered workflows that streamline accounting and accelerate financial reporting. John shares his journey, his experience with traditional finance systems, and how Campfire is bringing AI to the forefront of finance transformation.
John is the founder and CEO of Campfire, a cutting-edge AI-powered ERP platform that redefines how finance teams manage the general ledger. With a career that spans strategic roles in companies like Adobe, Magento Commerce, and Buildcon, John’s expertise in finance and corporate development has helped shape his vision for the future of financial reporting. He shares insights on how his career led him to solve the pain points in the finance sector, particularly around outdated software and complex financial processes.
Expect to Learn:
How AI is transforming finance systems, especially in accounting and financial reporting.The challenges of ERP implementation and how Campfire is tackling them with AI-powered solutions.Insights on getting closer to a “day zero” close and speeding up financial closing cycles.The evolution of the general ledger and how modern ERPs are rethinking traditional finance tools.John offers practical insights and forward-thinking strategies for embracing AI in finance. If outdated systems and slow processes have been holding you back, this episode provides a refreshing look at how AI can drive efficiency and smarter decision-making in finance.
Follow John:
LinkedIn - https://www.linkedin.com/in/johnglasgow/
Website - https://campfire.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:23] - John’s Background
[01:34] - $35M Series A Announcement
[02:46] - Career Background & Campfire
[04:45] - Long-Term Vision & Career Decisions
[07:22] - Accelerating Financial Close
[12:05] - Modern Ledger vs. Legacy
Wed, 09 Jul 2025 - 15min - 50 - How Finance Leaders Use AI to Kill Legacy ERP and Achieve Day Zero Close with John Glasgow
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome John Glasgow, founder and CEO of Campfire, a modern AI-native ERP system designed for finance teams. The discussion centers on why traditional ERPs are no longer meeting the needs of growing businesses and how Campfire is offering a new solution built with automation and finance-first design. John shares insights from his career in finance and explains how his own challenges inspired the creation of Campfire.
John is the founder and CEO of Campfire, an ERP platform developed for mid-sized and enterprise finance teams. With prior roles at Adobe and Invoice2Go, where he led strategic finance and corporate development, John has experienced firsthand the limitations of legacy ERP systems. Campfire, backed by Y Combinator and Foundation Capital, is rethinking the general ledger using AI to accelerate financial reporting, reduce manual work, and help finance professionals focus on strategic insights.
In this episode, you will discover:
Why companies are replacing legacy ERPs like NetSuite and what they look for in a modern solution.What a modern general ledger looks like, and how AI can support, not replace finance teams.Why finance leaders need systems that enable real-time visibility and decision-making.How strategic accounting is becoming a core part of modern finance.John shared his insightful journey from finance leader to founder, making this episode a must-listen for anyone interested in modernizing finance through technology. His experiences in building an AI-native ERP, tackling the challenges of traditional systems, and redefining the role of finance offer valuable lessons for professionals seeking to drive efficiency, accuracy, and strategic value in their organizations.
Follow John:
LinkedIn - https://www.linkedin.com/in/johnglasgow/
Website - https://campfire.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[04:36] - Career Journey & Inspiration
[06:35] - From Finance to Founder
[10:12] - Day-Zero Close & Real-Time Finance
[14:58] - Modern vs. Legacy Ledgers
[19:48] - The Case for a New ERP Tool
[23:14] - Campfire’s AI in Action
[28:20] - Key Differences: FP&A vs. Accounting
[31:17] - How to Humanize Finance
[35:08] - Wrap-Up & Takeaways
Wed, 02 Jul 2025 - 36min - 49 - How Generative AI Helps FP&A Pros Replace Legacy Systems and Boost Accuracy with Natalia Toronyi
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia’s impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.
Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.
Expect to Learn:
How AI is reshaping traditional finance roles, especially in audits and treasury.Why standardized operating procedures (SOPs) are crucial for successful AI implementation.How to evaluate AI tools effectively, focusing on scalability, ROI, and integration with existing systems.The evolving skillsets finance leaders should prioritize in the era of AI.Natalia brings clarity, depth, and a grounded perspective to the conversation around AI in finance. If you’ve ever felt overwhelmed by the speed of technological change or unsure where to begin with AI integration, this episode offers a refreshing take. Her insights are both practical and empowering, showing that transformation starts with well-defined processes and a people-first mindset.
Follow Natalia:
LinkedIn - https://www.linkedin.com/in/nataliatoronyi/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:59] - Natalia’s Journey
[05:41] - Generative AI Shift
[07:08] - Treasury Insights
[09:57] - Audits with AI
[12:39] - Documenting SOPs
[14:15] - Evaluating Tech
Wed, 25 Jun 2025 - 17min - 48 - AI Strategies for Finance Leaders to Streamline Audits and SOPs Using GenAI with Natalia Toronyi
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper welcome Natalia Toronyi, a finance executive with nearly 20 years of experience in financial transformation. The conversation delves into Natalia’s impressive journey from navigating life during the collapse of the Soviet Union in Ukraine to leading financial transformations in major global companies. The episode explores how AI is reshaping finance, particularly in the areas of internal audits, treasury, and talent management. Natalia shares insights on the real-world applications of AI in finance, discussing both its potential and challenges.
Natalia Toronyi is a finance executive with nearly two decades of experience leading financial transformations across various sectors, particularly in Fortune 500 global industrial manufacturing companies. Known for her problem-solving mindset and focus on data-driven decision-making, Natalia has led numerous automation and digital transformation projects. Her passion for people-first leadership, integrity, and innovation has made her a trusted leader in the finance space.
In this episode, you will discover:
How AI is transforming the finance function, from internal audits to treasury management.The importance of creating well-defined processes and SOPs as AI continues to integrate into business functions.How automation and AI tools can optimize working capital, cash flow forecasting, and financial risk management.The evolving role of talent in the finance industry and how leaders should focus on developing strategic and critical thinking skills.Key considerations when evaluating AI tools for finance teams, including scalability, security, and ROI.Natalia’s expertise makes this episode a must-listen for anyone interested in AI and finance. Her insights on AI in audits, treasury, and talent management offer valuable takeaways for both finance professionals and tech enthusiasts, inspiring new ways to approach decision-making and business processes.
Follow Natalia:
LinkedIn - https://www.linkedin.com/in/nataliatoronyi/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[03:27] - Natalia’s Background
[10:09] - Treasury & AI
[13:08] - AI in Audits
[17:07] - Evaluating AI Tools
[24:39] - Talent Development & AI
[28:10] - Future of Finance
[32:41] - Advice to Younger Self
[33:23] - Leadership Across Cultures
[35:02] - Episode Wrap-Up
Wed, 18 Jun 2025 - 35min - 47 - How Digital Avatars and GenAI Tools Help Strategic Operators Save Time without Losing Trust
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a deep dive into the latest developments in AI, especially how the technology is transforming the business world, from tools that help with forecasting to the ongoing evolution of AI avatars and agents. They also explore the impact of multimodal models, like OpenAI’s multimodal capabilities and Google's recent advancements. From AI-generated images to automated agents, the discussion reveals how AI is quickly becoming a game-changer across industries, including finance, content creation, and customer service.
In this episode, you will discover:
How multimodal AI models are changing content creation and business operationsThe role of AI-generated avatars in training, presentations, and content productionThe current limitations of AI agents and how businesses are adopting themGoogle’s new video AI tools and their impact on content creationHow AI memory is enhancing personalized digital assistants and business processesIn this episode, Paul and Glenn explored how AI is transforming content creation, business operations, and personal assistance. While AI advancements are exciting, they also highlight the current limitations of AI agents. Stay tuned for more as they continue to dive into AI’s evolving role in finance and beyond..
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:41] - Welcome to The Episode
[05:28] - AI-generated images
[08:33] - Google’s video AI
[13:28] - Multi-step vs. Workflow Agents
[17:53] - Persuasion Through Visuals & AI
[20:32] - AI: Progress or Rebranding
[26:40] - Moore’s Law on Steroids
[29:55] - AI Models for Clients
[39:32] - Closing Thought
Wed, 11 Jun 2025 - 41min - 46 - The AI Decision Models for PE-Backed Tech CEOs to Predict Strategic Growth with Kam Star
In this episode of Future Finance, host Paul Barnhurst chats with Kam Star, a strategic product and technology leader with over 25 years of experience in AI, finance, and digital innovation. Kam shares his unique perspective on the evolution of artificial intelligence from early expert systems to today's powerful neural networks and how AI is shaping decision-making in finance and private equity. The discussion discusses the prediction, gamification, motivation, and the future of AI-assisted strategic decisions in business.
Kam Star is a visionary in AI and technology, with a rich background blending computer science, psychology, and architecture. He has led significant business growth initiatives, including scaling Blue Prism’s product portfolio and founding ventures with revenues exceeding £100 million. Kam holds a PhD in Computer Science and Psychology, alongside advanced studies in AI from MIT, Sloan, and LSE. Passionate about emerging tech, Kam currently focuses on predictive analytics to support better decision-making in private equity-backed companies.
In this episode, you will discover:
The history and evolution of AI from rule-based expert systems to modern neural networks.How gamification and motivation impact team performance and customer engagement.The role of predictive analytics in supporting strategic business decisions.Challenges and opportunities in democratizing advanced AI tools for mid-market companies.Kam’s vision of AI’s future impact on decision-making, creativity, and personalization.Kam’s expertise and thoughtful insights make this episode a must-listen for anyone interested in the intersection of AI and finance. His stories about the evolution of technology, combined with practical advice on predictive analytics and gamification, offer valuable takeaways. Whether you’re a finance professional or a tech enthusiast, Kam’s vision will inspire you to think differently about how AI can transform decision-making.
Follow Kam:
LinkedIn - https://www.linkedin.com/in/kamstar/?originalSubdomain=uk
Website - kamstar.net
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[05:48] - Childhood programming story
[10:16] - Evolution of AI and expert systems
[13:26] - Gamification’s role in engagement
[19:07] - Predictive analytics focus
[22:25] - Cause and effect in decision making
[30:46] - Generative AI and creativity
[38:22] - Fun rapid-fire: Secret room
[42:48] - Ambitious bucket list goal
[43:32] - Closing thoughts and thanks
Wed, 04 Jun 2025 - 44min - 45 - The Excel Copilot Features Finance Pros Need To Boost Productivity using AI with David Fortin
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin CPA, Microsoft MVP, and the creative mind behind the Piggybank Accountant YouTube channel. They get into the real deal behind Microsoft Copilot: what it actually does well, where it’s still rough around the edges, and how it’s starting to make a difference for people working in Excel every day. David shares how he got recognized by Microsoft, what it’s been like behind the scenes, and why he’s focused on teaching finance pros to use these tools without losing sight of the basics.
David Fortin brings a mix of startup experience, accounting know-how, and a ton of enthusiasm to the conversation. After helping raise $30 million and navigating a successful exit at a SaaS company, he turned his attention to content creation-making Excel and Copilot more approachable through online courses and quick-hit tutorials. He’s passionate about helping people understand tools that can save time and make their jobs a little easier, especially in finance.
Expect to Learn:
What it’s like becoming a Microsoft MVP and how David ended up on their radar.The strengths and limits of Copilot in Excel today especially for those new to the tool.Why features like “clean data” and basic Python functionality can be surprisingly useful.How to avoid being overwhelmed by buzzwords and just focus on what works.The value of starting small, staying curious, and being honest about what tech can (and can’t) do.David brings clarity, honesty, and a little humor to the conversation around Excel, Copilot, and where these tools are headed. If you’ve ever felt overwhelmed trying to keep up with the latest features, this episode will help you see how to use what’s already available without needing to be an expert. It’s a conversation that feels more like advice from a savvy colleague than a tech demo.
Follow David:
LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/
Website - https://courses.davidpba.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:11] - Introduction of guest
[03:05] - How He Became a Microsoft MVP
[06:00] - What Copilot Does Well Right Now
[09:46] - “Clean Data” and Smarter Tools in Excel
[10:44] - Using Python Without Being a Coder
[13:03] - What the Future Could Look Like
[14:11] - Cutting Through the AI Hype
[17:21] - Final Thoughts & Wrap-Up
Wed, 28 May 2025 - 17min - 44 - Excel Automations to Save Hours with Microsoft Copilot & Python the easy way with David Fortin
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with David Fortin, CPA, YouTuber, and 2024 Microsoft MVP, to explore the real-world evolution of Excel, Microsoft Copilot, and how AI is changing the finance landscape. With his signature humor and down-to-earth style, David shares how he transitioned from SaaS finance to teaching Excel online, and why he believes learning should be both practical and fun.
David is the creator behind Piggybank Accountant, a fast-growing YouTube channel that teaches Excel and Copilot to accountants and finance professionals. Before diving into content creation full-time, David helped raise $30 million for a SaaS startup and supported its successful exit. Today, he’s known for making even the most technical topics feel approachable. Whether he’s talking about conditional formatting or Python in Excel, David’s mission is simple: help people learn skills that matter in the most engaging way possible.
In this episode, you will discover:
What it means to be a Microsoft MVP and how it’s opened doors in David’s career.Why Copilot is ideal for Excel beginners and how it’s starting to serve power users too.How finance professionals can actually use Copilot today to save time and improve workflows.Where Copilot shines, where it falls short, and what to expect next.Why David walked away from a corporate role to pursue content full time.David brings fresh energy to conversations around Excel, Copilot, and how technology is changing the way finance professionals work. This episode is perfect for anyone curious about Copilot, looking to up their Excel game, or wondering how to bring creativity into finance. David proves that learning can be entertaining, and still incredibly useful.
Follow David:
LinkedIn - https://www.linkedin.com/in/david-fortin-cpa-816b20b5/
Website - https://courses.davidpba.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:07] - Welcome & Introduction
[02:04] - Meet David: From CPA to Microsoft MVP
[05:00] - What the MVP Journey Has Been Like
[08:08] - Copilot in Excel: Where It Is Now
[12:33] - New Features and Real Use Cases
[17:33] - Sorting Through the AI Hype
[21:03] - Using Copilot as a Finance Pro
[25:40] - Time-Saving Examples from the Field
[29:06] - Thoughts on Prompting and Productivity
[36:06] - Excel Meets World of Warcraft
[43:12] - Leaving the 9-5 for YouTube
[49:00] - Wrap-Up & Final Thoughts
Wed, 21 May 2025 - 49min - 43 - How Finance Teams Can Automate Internal Controls and Stop Data Errors with AI – Ahikam Kaufman
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world’s first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.
Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he’s seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam’s career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.
In this episode, you will discover:
What inspired Ahikam to move from finance leadership into founding Safe AIWhy traditional finance teams struggle to govern their own data across systemsHow Safe AI helps companies spot errors, detect fraud, and stay ahead of complianceThe real-world challenges of financial close and how to fix them before they snowballHow finance teams can embrace innovation without giving up controlAhikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn’t just about tracking numbers-it’s about building systems that support accuracy, trust, and long-term growth.
Follow Ahikam :
LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/
Website - https://safebooks.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Welcome to the Episode
[00:24] - SXSW and Startup Energy
[01:00] - Transitioning from Corporate to Startup
[03:25] - Replacing Manual Financial Controls
[05:09] - AI-Powered Financial Graphs at SafeBooks
[08:33] - Ensuring Compliance with SafeBooks
[14:14] - AI’s Impact on CFOs
[16:51] - AI-Powered Priority Alerting
Wed, 14 May 2025 - 18min - 42 - How AI Could Have Saved Macy's $150M and Prevented Financial Disasters – Ahikam Kaufman
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, Co-Founder and CEO of Safebooks AI. They dig into what it really takes to run finance at a fast-growing global company. From building systems that can handle international payroll to staying on top of ever-changing rules and regulations, Ahikam shares a behind-the-scenes look at how finance can be a key driver of growth, not just a support function.
Ahikam Kaufman is the Co-Founder and CEO of Safebooks AI, a platform focused on ensuring the integrity and accuracy of financial data for organizations. With a strong track record in leadership roles across finance and technology, Ahikam brings deep insight into the challenges companies face in managing financial data at scale. Prior to Safebooks AI, he held key positions in companies like Buildup and ScanModul, giving him a well-rounded view of both startup growth and enterprise needs.
In this episode, you will discover:
Why paying people in different countries is way more complicated than it soundsHow finance teams can shape a company’s strategy-not just track expensesWhat makes Papaya Global stand out in the crowded HR and payroll spaceHow to deal with the endless maze of international tax and labor lawsAdvice for finance pros who want to grow their careers in a changing worldAhikam Kaufman shared practical insights on how messy and unreliable financial data can hinder companies and what it really takes to fix that. Drawing from his experience as Co-Founder and CEO of Safebooks AI, he offered a grounded view on why visibility, structure, and accountability in financial operations are crucial for any organization. He emphasized that success starts with clean data and clear systems, not just better dashboards. At the heart of it all: discipline, attention to detail, and building tools that make finance teams stronger.
Follow Ahikam:
LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/
Website - https://safebooks.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:53] - Welcome to the episode
[02:19] - SXSW and Startup Energy
[02:53] - Transitioning from Corporate to Startup
[03:46] - The Importance of a Strong Foundation
[05:40] - Replacing Manual Financial Controls
[08:03] - AI-Powered Financial Graphs at SafeBooks
[17:10] - Ensuring Compliance with SafeBooks
[22:49] - AI’s Impact on CFOs
[26:57] - AI-Powered Priority Alerting
[32:26] - Fintech’s Biggest Problem
Wed, 07 May 2025 - 35min - 41 - How Cash Flow Data Helps CFOs Fix Forecasting Using AI-Powered Order to Cash Tools with Carlos Vega
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.
Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.
In this episode, you will discover:
Why Carlos created his own MBA path at Wharton focused on analyticsWhy cash flow forecasting isn’t just a finance problem - it’s a data problemThe hidden reasons businesses turn to factoring (and why that’s risky)How Tesorio uses AI to clean up messy financial dataWhy actionable insights are way more valuable than fancy reportsCarlos Vega gave us a fresh look at why cash flow is so critical and how using AI to clean, structure, and act on financial data can change the way businesses operate. From building smarter forecasts to creating better cash management habits, Carlos showed that real success isn’t just about growing fast, it’s about being predictable and staying in control.
Follow Carlos:
LinkedIn - https://www.linkedin.com/in/carlos-r-vega/
Website - https://www.tesorio.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:15] - Guest Intro
[01:58] - Innovation and AI MBA
[05:51] - Telecom Data Insights
[06:41] - MBA as a Career Catalyst
[07:19] - From Factoring to Forecasting
[09:26] - Cash Flow vs Budgeting Focus
[13:48] - Unlocking Cash Flow Insights
[15:28] - Three Pillars of Data
[17:57] - Final Takeaway
Wed, 30 Apr 2025 - 18min - 40 - How AI Cash Flow Automation Helps CFOs Reduce Late Payments and Improve Working Capital - Carlos Vega
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Carlos Vega, fintech founder, investor, and AI enthusiast. Carlos shares his unique path from investment banking to co-founding Tesorio, an AI-powered financial operations platform helping companies optimize cash flow and unlock real working capital. Carlos reveals how his frustration with traditional finance workflows led him to build tools that empower finance teams to move at AI speed - with smarter forecasts, automated collections, and deeper financial visibility.
Carlos Vega is the co-founder and CEO of Tesorio, an AI-powered financial operations platform. He has over a decade of experience in finance, including investment banking at Lazard and co-founding a factoring business. Carlos holds an MBA from Wharton, where he created a custom focus in “Innovation Through Analytics” He’s passionate about turning data into actionable insights and making cash flow more predictable. At Tesorio, he helps companies automate collections and optimize working capital using AI.
In this episode, you will discover:
How Carlos designed a custom MBA in “Innovation Through Analytics”Why cash flow forecasting is more of a data problem than a finance oneThe real reason so many businesses rely on factoring (and what it reveals)How Tesorio uses AI and ML to clean and structure financial dataWhy actionable insights matter more than predictive reportsCarlos Vega shared practical insights on why cash flow is one of the most overlooked-yet critical-parts of running a business. With his background in finance and experience building Tesorio, he brought a real-world perspective to the conversation. He emphasized the importance of understanding where your money is coming from and when, and how small changes can make a big difference. At the heart of it all: clear processes, good habits, and staying on top of the details.
Follow Carlos:
LinkedIn - https://www.linkedin.com/in/carlos-r-vega/
Website - https://www.tesorio.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:28] - Welcome to the Episode
[02:54] - Creating a Custom MBA
[09:46] - Lessons from a Factoring Business
[10:50] - Why People Ignore Cash Flow
[12:27] - Building in Panama vs. the U.S.
[14:12] - Cash Flow Is a Data Problem
[19:21] - Is Cash Flow Forecasting Overlooked?
[21:01] - Building Accurate Collection Models
[23:53] - Real AI Use Cases in Finance
[32:05] - Carlos’s Grounding Habits
[36:53] - Final Thoughts & Key Quote
Wed, 23 Apr 2025 - 38min - 39 - The Financial Fallout of Trump’s Tariffs for Pricing Teams with Karan Sood
In this episode of Future Finance, host Paul Barnhurst (aka The FP&A Guy) welcomes Karan Sood, a global pricing expert with over a decade of experience in revenue management and pricing strategies. Karan shares his knowledge on the impact of tariffs on global trade and pricing models. He talks about the complexities of tariffs, offering advice on how businesses can effectively manage the financial implications and adapt their pricing strategies during these uncertain times. Karan discusses the importance of collaboration across departments and creating flexible models that can quickly adjust to changing market conditions.
Karan Sood is a global pricing expert and the Director of Sales Operations with a wealth of experience overseeing revenue management for over $6 billion across a wide range of industries. He is passionate about using pricing as a powerful tool to drive profitability and improve business performance. Karan has worked across industries including automotive, digital marketing, consumer goods, and more, developing pricing strategies that create real business value.
Expect to Learn:
How tariffs impact different industries and pricing strategies.Why a one-size-fits-all approach to tariffs is flawed and the importance of tailored strategies.The role of cross-functional collaboration in managing tariff impacts.How to create flexible pricing models that can quickly adjust to shifting market conditions.The importance of transparency with customers when adjusting prices due to tariffs.Karan Sood shared meaningful strategies for managing the complexities of tariffs in today’s global trade environment. His advice to stay calm, work collaboratively, and prioritize flexibility in pricing models is invaluable for finance professionals looking to navigate the challenges posed by tariffs. By emphasizing the importance of cross-departmental communication and transparency with customers, Karan offers actionable steps that can help businesses succeed in a volatile market.
Follow Karan:
LinkedIn - https://www.linkedin.com/in/soodkaran/?originalSubdomain=ca
Website - https://substack.com/@karansood
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:08] - Introduction of Episode
[03:05] - Karan’s Journey into Pricing
[06:45] - The Global Impact of Tariffs
[12:05] - Why One-Size-Fits-All Doesn’t Work
[16:00] - Managing the Impact of Tariffs
[20:04] - Building Flexible Pricing Models
[23:09] - Transparency with Consumers
[28:46] - Short-Term vs. Long-Term Strategy
[34:34] - Cross-Department Collaboration
[39:06] - Book recommended by Karan
Wed, 16 Apr 2025 - 42min - 38 - ChatGPT Strategy for CFOs to Build Trust in AI Tools and Win Faster ROI in 2025 with Joyce Li
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Joyce Li, a CFA, AI strategist, and former investor. Joyce shares her journey from managing multi-billion dollar portfolios to advising businesses on AI strategy and governance. She offers a thoughtful take on how AI is transforming decision-making, the importance of trust in technology, and why being human in a tech-driven world still matters more than ever.
Joyce Li is a CFA, board director, AI strategist, and entrepreneur with a background in managing multi-billion dollar investments and advising corporate leaders. With an MBA from Wharton and a master's in computer science, she bridges the worlds of finance and technology. Joyce is a recognized voice in AI and advises companies on how to develop practical, trusted AI strategies for long-term value.
Expect to Learn:
How Joyce transitioned from finance and investing into AI strategyWhy trust and governance are essential for AI adoptionHow SMBs and large companies can adopt AI more effectivelyTips for building AI readiness in your companyWhy generative AI adoption is moving faster than past tech wavesWhy “human in the loop” matters now more than everJoyce Li brought clarity, experience, and a grounded view on what it really takes to adopt AI in a meaningful way. From building trust and transparency to thinking critically about end goals, her perspective helps bridge the gap between tech hype and business value. Whether you're leading a large company or a growing startup, Joyce’s insights make it clear: real AI success starts with the right questions and ends with thoughtful execution.
Follow Joyce:
LinkedIn - https://www.linkedin.com/in/sjoyceli/
Website - https://averanda-ai.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:00] - Intro and Guest Welcome
[01:04] - Joyce’s Shift Into AI
[03:46] - Guiding Leaders on AI Strategy
[06:42] - Lessons from an AI Startup
[09:24] - Trust and AI in Finance
[11:07] - Why Governance Matters in AI
[12:57] - Replacing Legacy Tech
[15:00] - AI Myths in Small Business
[16:32] - Enterprise Hesitation with AI
[17:58] - Speed of Generative AI Adoption
[19:53] - Final Thoughts and Takeaways
Wed, 09 Apr 2025 - 19min - 37 - AI (Like ChatGPT) Is Disrupting Finance and Reshaping Investment Decisions with Joyce Li
In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks.
Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master’s in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.
In this episode, you will discover:
How Joyce’s background in finance led her to focus on AIThe real challenges businesses face when adopting AIWhy trust is crucial when introducing AI into decision-makingThe speed at which AI is changing business modelsHow to build a successful AI strategy without getting lost in the techWhy businesses need to focus on their goals before diving into AI toolsJoyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making.
Follow Joyce:
LinkedIn - https://www.linkedin.com/in/sjoyceli/
Website - https://averanda-ai.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:46] - Welcome to the Episode
[04:02] - Shifting Focus to AI Strategy
[10:52] - Lessons from Co-Founding an AI Platform
[12:42] - Building AI with Limited Resources
[16:12] - Generative AI and the Future of Robo-Advisors
[20:44] - AI’s Role in Startup Growth
[23:23] - Why Startups Are Winning Big Clients
[25:03] - Redesigning Workflows for the Future
[32:26] - Why Big Companies Hesitate
[38:24] - Describe AI’s Personality
[42:58] - Wrapping Up the Conversation
Wed, 02 Apr 2025 - 43min - 36 - How AI Digital Avatars in Banking Will Revolutionize Financial Advisory with Geoff Robinson
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper are joined by Geoff Robinson, founder of TheInvestmentAnalyst.com and former Managing Director at UBS. Geoff shares his passion for innovation in finance and technology, diving deep into how AI, digital avatars, and automated agents are reshaping the way we learn, invest, and deliver financial advice.
Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.
Expect to Learn:
How digital avatars are revolutionizing financial educationWhy traditional institutions struggle with tech adoptionThe power of combining AI agents and personalized contentHow Geoff is building a fully AI-generated financial podcastWhat the future holds for AI in finance, training, and recommendationsIn this episode, Geoff Robinson offers a glimpse into the near future of finance where AI-generated avatars, real-time advisory bots, and metadata-driven recommendations shape how professionals learn and interact with data. His message is clear: those who stay closest to the technology frontier will be the first to innovate, adapt, and lead.
Follow Geoff:
LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst
Website - https://theinvestmentanalyst.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:12] - Starting the Platform
[03:30] - Digital Avatars and AI
[05:25] - AI Agents in Action
[07:12] - Personalized AI Experiences
[08:45] - AI-Generated Podcast
[10:53] - Managing AI Risks
[11:38] - Favorite Tech Tools
[13:18] - AI Recommendations
[14:10] - Final Thoughts
Thu, 27 Mar 2025 - 14min - 35 - How AI, Avatars and Voice Cloning Can Be Used to Improve Finance Education and Content with Geoff Robinson
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Geoff Robinson, a financial expert, tech enthusiast, and founder of theinvestmentanalyst.com. Geoff shares his insights on the intersection of AI, financial markets, and digital avatars, discussing how technology is reshaping finance, training, and investment strategies.
Geoff Robinson is an investment analyst and former Managing Director at UBS, with years of experience in financial modeling and research. After a successful corporate career, he founded theinvestmentanalyst.com, a platform designed to deliver high quality financial training using AI-driven avatars and cutting edge technology. Geoff is at the forefront of exploring AI’s impact on financial education, advisory services, and market predictions.
In this episode, you will discover:
How AI powered digital avatars are transforming financial educationWhy traditional financial institutions struggle to keep up with tech innovationThe role of AI agents in real time investment advice and analysisHow banks like JP Morgan are integrating AI into their operationsThe ethical and reputational risks of AI generated financial contentIn this episode, Geoff Robinson shared how AI, digital avatars, and automation are transforming finance. He discussed the power of AI driven training and the rise of digital investment advisors. Geoff emphasized the need for finance professionals to embrace technology and adapt quickly. Staying ahead in banking, investing, and education requires leveraging AI tools. Those who innovate will lead the future of the industry.
Follow Geoff Robinson:
LinkedIn - https://www.linkedin.com/in/geofftheinvestmentanalyst
Website - https://theinvestmentanalyst.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:55] - Introduction to the Episode
[06:39] - Innovation Challenges in Finance
[10:49] - AI in Financial Training
[15:16] - AI Avatars in Advisory Services
[19:36] - AI in Investment and Risk
[22:19] - AI-Generated Podcasts
[26:50] - Managing AI Risks and Reputation
[37:08] - Lessons Learned and Final Thoughts
[48:55] - Main Takeaway
Wed, 19 Mar 2025 - 50min - 34 - How AI Search Wars Are Changing Business for Professionals to Master Perplexity and ChatGPT 4.5
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI developments impacting the finance and technology sectors. They discuss Perplexity AI’s rise, OpenAI’s new AI agent pricing, and how finance professionals can leverage cutting-edge AI tools to stay ahead. The growing AI browser wars, with Perplexity challenging Google and Microsoft, and the role of AI-powered financial tools like Lucid Now in transforming forecasting and decision-making for finance professionals.
In this episode, you will discover:
How Perplexity AI is competing with ChatGPT and Gemini in AI-powered searchThe impact of AI-driven networking tools like Boardy on business connectionsOpenAI’s AI agent pricing and why some models cost up to $20,000 per monthThe AI browser wars and Perplexity’s challenge to Google and MicrosoftHow finance professionals can use AI to enhance efficiency and decision-makingAI is advancing rapidly, and finance leaders must adapt to remain competitive. Whether it’s leveraging AI for research, forecasting, or automation, staying informed is key to success in this evolving landscape. As new AI tools emerge, understanding their strengths and limitations will be crucial for making informed decisions. Those who embrace AI early will gain a significant edge in efficiency, strategy, and innovation.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:32] - Perplexity AI’s rise and its impact on AI-powered search
[04:19] - Boardy’s AI networking tool and its implications for professionals
[05:51] - The risks of AI-generated content and best practices for using AI
[16:11] - AI-powered financial tools like Lucid Now and their impact on forecasting
[18:53] - Deep Research AI and how finance professionals can use it
[28:52] - Final thoughts on AI adoption in finance
Wed, 12 Mar 2025 - 30min - 33 - AI and ChatGPT Skills Every Finance Expert Needs to Automate Data Analysis and Reporting |Tom Hinkle
In this episode of Future Finance, host Glenn Hopper talks about the intersection of AI, data analytics, and finance with guest Tom Hinkle. Tom is a Microsoft MVP and analytics expert who shares his unique knowledge about AI’s impact on Excel, data science, and workforce analytics. He also discusses his Minesweeper project in Excel and the changing role of finance professionals in an AI-driven world.
Tom Hinkle is a Microsoft MVP with 20+ years of experience in analytics, data science, and business intelligence. Based in Charlotte, North Carolina, Tom has worked with major financial institutions, including Bank of America, Wells Fargo, and TIAA. He is known for his problem-solving mindset, technical expertise, and ability to bridge the gap between business and technology.
In this episode, you will discover:
How AI is revolutionizing Excel and what that means for finance professionals.The role of AI in data cleansing and automation, making finance and analytics work more efficient.Why the best coders may not be the most valuable team members in the future of finance.Insights on Copilot in Microsoft 365 and how it’s changing financial modeling and reporting.The story behind Tom’s Excel Minesweeper project—how he built a game in VBA using AI.As AI continues to automate repetitive tasks, finance professionals must adapt, refine their analytical skills, and focus on storytelling to translate data into meaningful information. Tom’s journey highlights how embracing new technologies like Microsoft Copilot can enhance productivity rather than replace human expertise.
Follow Tom:
LinkedIn - https://www.linkedin.com/in/tomhinkleclt/
Website - https://excel-cafe.teachable.com/
Minesweeper Game - https://www.thefpandaguy.com/new-page-3
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:46] - Introduction to the Episode
[03:36] - Meet Tom Hinkle
[06:07] - The Future of AI in Finance
[11:53] - AI’s Impact on Excel and Financial Modeling
[15:31] - The Skills Professionals Need in an AI-Driven World
[24:02] - Building Minesweeper in Excel with AI
[29:51] - Exploring Microsoft Copilot & AI Coding Assistants
[33:07] - The Importance of Storytelling in Data Analytics
[36:54] - Fun Segment & Tom’s Personal Quirk
[40:53] - Closing Thoughts
Wed, 05 Mar 2025 - 41min - 32 - How AI Training on Fake Data is Creating Automation Failures for Tech Leaders with Adam Shilton
In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst sit down with Adam Shilton, a digital transformation expert, TEDx speaker, and founder of Shilton Digital. They explore the intersection of AI, automation, and business efficiency, discussing how leaders can leverage digital tools to replace manual work with more meaningful, impactful tasks. The conversation also focuses on the risks and challenges of AI-generated content, synthetic data, and the future of AI-driven business solutions.
Adam Shilton is a leading voice in digital automation, specializing in helping businesses streamline operations using AI-powered systems. As the founder of Shilton Digital and a sought-after speaker, Adam brings interesting knowledge about the importance and role of AI in modern workplaces.
Expect to Learn
The potential and limitations of AI-generated content in podcasts and mediaHow AI tools like Notebook LM can assist in decision-making and business analysisThe risks of AI models training on synthetic data and the potential for misinformationHow businesses can effectively integrate AI without fully outsourcing decision-makingThe future of AI-driven automation, including domain-specific AI agentsThe real value of AI lies not in outsourcing thinking, but in amplifying our ability to innovate, streamline, and create. As businesses navigate the digital transformation, the key isn’t just to adopt AI blindly, but to use it as a strategic partner.
Follow Adam:
LinkedIn - https://www.linkedin.com/in/adamshiltontech/
Website - https://www.adamshilton.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:29] - Adam’s experiment with AI in comparing ERP systems.
[02:29] - The Risks of AI-Generated Content
[03:33] - AI Training on Synthetic Data
[05:24] - Digital Data vs. Human Knowledge
[07:23] - The Importance of Keeping AI Creative
[08:36] - AI as a Support Tool, Not a Replacement
[09:59] - The Future of AI Agents and Domain-Specific Models
Wed, 26 Feb 2025 - 11min - 30 - DeepSeek AI Shakes Finance as China Challenges OpenAI and Nvidia’s Market Lead
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the latest AI advancements shaking up the finance and tech industries. They discuss China’s new AI model DeepSeek and the evolving landscape of AI-powered finance tools. The discussion breaks down what’s happening, what it means for businesses, and how finance leaders should navigate the AI revolution.
In this episode, you will discover:
The impact of DeepSeek, China's new AI model, on the global market and major tech stocks.The data security concerns surrounding AI tools, including the latest ChatGPT data breach.A discussion on Gemini 2, Google's AI model, and how it stacks up against competitors.The rise of AI productivity tools like Operator, Deep Research, and AI-powered finance assistants.Why CFOs and finance professionals must embrace AI now and how to integrate it effectively.AI is moving at an unprecedented speed, reshaping industries, markets, and the way we work. For finance professionals, the challenge is no longer if AI will play a role, but how to use it effectively. Whether it’s choosing the right tools, navigating security concerns, or leveraging automation, those who adapt will gain a competitive edge.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:27] - DeepSeek’s sudden market entry and its impact
[03:44] - Data Security Concerns with AI
[08:24] - Gemini 2 & AI Benchmarks
[09:25] - Exploring New AI Productivity Tools
[14:15] - Practical Advice for CFOs on adopting AI
[16:14] - The Future of AI Automation & RPA for Everyone
[17:26] - Wrapping Up & Looking Ahead
Wed, 12 Feb 2025 - 18min - 29 - How CFOs Can Slash IT Waste and Maximize ROI with an Efficiency Mindset with Ben DeBow
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Ben DeBow who is a trailblazer in technology efficiency and sustainability. Ben is at the forefront of helping businesses optimize their tech investments while balancing environmental impacts. His book, End of Abundance in Tech (Forbes Books, 2023), challenges conventional IT practices and advocates for a more sustainable, efficient approach to technology.
Ben is a serial entrepreneur, author, and advocate for leveraging technology efficiently and sustainably. Through his companies, Fortified Data and Fortified, he helps organizations streamline data management and tech investments. Ben also hosts the Tech Evaluation podcast, where he discusses pressing tech challenges with industry leaders. With dual degrees in Information Systems and Accounting from the University of Cincinnati, Ben bridges the gap between finance and technology, offering unique insights into how organizations can thrive in the digital age.
In this episode, you will discover:
How technology spending has shifted from 2-3% of revenue to a major line item in company budgets.The concept of “tech debt” and how it silently eats into company resources.Why understanding the true cost of digital services is critical for CFOs.The environmental impact of AI and cloud computing, and how efficiency can mitigate it.Practical strategies for aligning IT and finance teams for better ROI on tech investments.Ben’s knowledge highlights the importance of adopting an efficiency mindset, not just to control budgets, but to create sustainable, long-term value. By aligning IT strategies with business goals and fostering better communication between finance and tech teams, organizations can optimize their technology investments without compromising growth or sustainability.
Follow Ben:
LinkedIn - https://www.linkedin.com/in/bendebow/
Website - https://bendebow.com/
Company - https://fortified.com/
End of Abundance in Tech - https://a.co/d/iu0FqG0
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:53] Ben DeBow’s background
[04:44] The Rising Cost of Technology
[07:12] Inefficiencies in IT Systems
[11:43] Subscription Creep & SaaS Spending
[14:12] Aligning Tech with Business Value
[19:11] Environmental Impact of Technology
[28:08] Fortified Data & SaaS Solutions
[30:07] Future Trends in Tech Efficiency
[34:51] Fun Questions for Ben
[39:30] Conclusion and Final thoughts
Wed, 05 Feb 2025 - 41min - 28 - Why Auditors Struggle to Adopt Generative AI and How to Fix It with Jason Pikoos
In this highlights episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss generative AI in finance and accounting with Jason Pikoos. As industries adopt AI for efficiency and innovation, they must also understand the challenges like audit readiness, compliance, and explainability. Our guest, Jason Pikoos, unpacks the complexities of using AI in financial operations and what it takes to align emerging technologies with rigorous audit standards.
This episode focuses on the need for finance professionals to stay informed and proactive as the industry grapples with the opportunities and risks of AI. AI Technology continues to revolutionize finance, but auditors face an uphill battle in adapting to this unpredictable and rapidly evolving technology. The black-box nature of AI, combined with its non-deterministic outputs, challenges traditional auditing methods that rely on consistency and explainability. Without clear guidance from regulatory bodies like the PCAOB, companies are left navigating a landscape where the rules are yet to be written.
Expect to Learn
Why generative AI presents unique challenges for audit and compliance.How companies can implement AI while staying audit-ready and minimizing risk.The importance of “reperformance” and ongoing validation for AI systems.Real-world examples of companies navigating AI implementation in finance.Predictions for the future of audits, including real-time monitoring powered by AI.Jason Pikoos emphasizes the importance of cautious adoption, ongoing validation, and strategic planning to bridge the gap until formal frameworks are established. While the potential of AI to transform audits is undeniable, the journey will require auditors, companies, and regulators to work together to define how trust and compliance are maintained in this new era.
Follow Jason:
LinkedIn - https://www.linkedin.com/in/jason-pikoos/
Connor Groups - https://p.connorgp.com/l/
Governance Framework - https://uploads-ssl.webflow.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:09] – Challenges of Using AI in Auditing
[01:11] – Current Gaps in Audit Guidance for AI
[02:13] – The Role of Reperformance in AI Validation
[03:28] – Balancing AI Adoption with Audit Risks
[04:20] – Lessons from Real-World AI Implementation
[06:15] – The Future of Finance and AI
[06:32] – Final Thoughts and Key Takeaways
Wed, 29 Jan 2025 - 07min - 27 - Generative AI in Auditing for Accountants to Master Compliance and Efficiency with Jason Pikoos
In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper check out the transformative potential of AI and its implications for businesses, especially in finance and compliance. With guest Jason Pikoos, the discussion unpacks the opportunities and risks associated with adopting generative AI. Jason shares his experience developing frameworks that guide companies in responsibly leveraging AI while maintaining agility and compliance.
Jason Pikoos is a seasoned expert in accounting and operational transformation and has over 18 years of experience working with high-growth and tech-driven companies. Currently at The Connor Group, Jason has supported over 40 businesses in IPO preparations and implementing transformative governance systems. He has co-authored a framework addressing the challenges and risks of AI adoption. Jason’s extensive background includes roles at McAfee, KPMG, and collaborations with industry giants like Google and Sony.
In this episode, you will discover:
Why AI governance can accelerate adoption instead of slowing it down.The risks and opportunities in using generative AI for finance and accounting.How companies can prepare for audits and compliance in the AI era.The role of AI in revolutionizing business processes through advanced automation.Practical advice for businesses to integrate AI thoughtfully without jeopardizing compliance.The intersection of AI, governance, and business transformation is both exciting and complex. By embracing thoughtful governance, companies can not only mitigate risks but also unlock AI’s full potential to transform finance and operations. The key lies in understanding the balance between control and innovation, ensuring AI adds measurable value to your organization.
Follow Jason:
LinkedIn - https://www.linkedin.com/in/jason-pikoos/
Connor Groups - https://p.connorgp.com/l/
Governance Framework - https://uploads-ssl.webflow.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:31] Introduction and Opening Thoughts
[02:37] Meet Jason Pikoos
[04:09] Why AI Governance Matters
[06:10] Driving Innovation with Governance
[09:30] Challenges of Generative AI in Public Companies
[14:19] Reperformance and Ongoing Validation
[17:59] AI Adoption in Finance
[25:02] The Future of Auditing with AI
[32:17] What’s Next in Advanced Automation
[41:46] Fun Insights and Closing Thoughts
Wed, 22 Jan 2025 - 46min - 26 - Future of AI and Quantum Computing for Finance Leaders to Scale Fast in 2025 with Glenn Hopper and Paul Barnhurst
In this special episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper take a reflective look back at the year 2024. They explore the biggest moments in technology and finance, share personal milestones, and make bold predictions for 2025. The conversation is an engaging mix of professional insights, personal anecdotes, and a bit of humor to ring in the new year.
Paul Barnhurst known as "The FP&A Guy," is a finance thought leader who bridges the gap between finance, technology, and strategy. Glenn Hopper: A finance professional and author focused on leveraging AI and technology in finance to drive innovation. Glenn brings expertise from a practitioner’s perspective and insights into the evolving role of technology in business.
In this episode, you will discover:
Key technological advancements of 2024, including AI tools and quantum computing breakthroughs.The challenges and opportunities in integrating generative AI into financial workflows.Reflections on the professional and personal growth journeys of the hosts over the past year.Predictions for 2025 in AI, finance, and beyond, including the potential of AI agents and quantum computing.The evolution of tools for fractional CFOs and the future of scalable financial solutions.Paul and Glenn explored the dynamic intersection of finance, technology, and innovation. 2025 holds the promise of even greater strides in AI, quantum computing, and tools that redefine how finance professionals work and collaborate. This episode has been a blend of reflection, insight, and a bit of fun to welcome the new year.
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:44] Introduction to the Episode
[02:44] Looking Back at 2024
[12:45] Biggest Tech Trends of 2024
[19:49] Emerging Financial Technologies
[23:06] Fractional CFO Tools
[27:21] Innovative Planning Tools.
[30:57] Predictions for 2025
[37:08] Fun with AI-Generated Songs
[44:26] Closing Remarks
Wed, 08 Jan 2025 - 45min - 25 - Understanding AI Challenges and Opportunities in Financial Decision-Making with Jon Brewton
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk about the role of artificial intelligence and high-stakes industries, including finance, energy, and defense. Guest Jon Brewton shares how his company is leading the charge in explainable and traceable AI solutions.
Jon Brewton is the founder and CEO of Data Squared, a service-disabled veteran owned business at the forefront of generative AI solutions. With a history of impactful roles at BP and Chevron, Jon’s expertise combines technology innovation and operational efficiency. His work emphasizes AI solutions that prioritize traceability, explainability, and reliability.
In this episode, you will learn:
How AI traceability and explainability are transforming finance and other industries.The significance of knowledge graphs and Graph Rag techniques in financial data.The challenges of AI hallucinations and how to mitigate them in critical applications.Practical strategies for integrating AI and advanced analytics into financial workflows.Jon’s personal journey from the military to pioneering cutting-edge AI solutions.Jon Brewton explains the importance of traceability and explainability and the transformative potential of knowledge graphs and advanced analytics. He shares practical tips and approaches that financial professionals can adopt today.
Follow Jon:
LinkedIn:https://www.linkedin.com/in/jon-brewton-datasquared/
Website:https://www.data2.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:05] - Introduction to Jon Brewton
[01:41] - Founding Data Squared
[04:58] - Why Traceability Matters in AI
[10:07] - Generative AI in High-Stakes Industries
[12:10] - Role of Knowledge Graphs
[18:11] - Linking Financial Data
[20:38] - Addressing AI Hallucinations
[27:36] - Starting with AI in Finance
[32:00] - Personal Reflections
[35:05] - Closing Thoughts
Wed, 01 Jan 2025 - 36min - 24 - The Impact of AI on Finance and Business Decision Making with Jon Brewton
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper discuss the intersection of artificial intelligence (AI) and finance. They explore how AI tools like large language models (LLMs) are transforming data analytics and decision-making processes. They also examine the broader implications of AI advancements in other high-stakes industries such as energy, defense, and healthcare.
Jon Brewton is the founder and CEO of Data Squared. He brings extensive expertise in machine learning, AI solutions, and digital transformation. With a career spanning roles at BP, Chevron, and military service, Jon has spearheaded projects achieving significant operational efficiencies. At Data Squared, he focuses on creating reliable, traceable, and explainable AI solutions for critical sectors.
In this episode, you will learn:
Microsoft’s advancements in LLMs for better integration with structured data.The five levels of AI capabilities outlined by OpenAI and what they mean.Why traceability and explainability are essential for deploying AI in finance.Innovative applications of Knowledge Graphs and RAG (Retrieval-Augmented Generation) technology Strategies to mitigate AI hallucinations and enhance reliability in decision-making processes.In this episode, Jon Brewton discusses the transformative role of AI in the financial sector, advancements including spreadsheet-specific LLMs, the power of knowledge graphs, and the critical importance of traceability and explainability in AI deployment.
Follow Jon:
LinkedIn:https://www.linkedin.com/in/jon-brewton-datasquared/
Website:https://www.data2.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:50] - Advancements in Spreadsheet LLMs
[04:54] - OpenAI’s Roadmap to AGI
[13:49] - Jon Brewton Introduction
[18:45] - Importance of Traceability and Explainability
[25:40] - Knowledge Graphs and Financial Data
[34:56] - Addressing AI Hallucinations
[42:01] - Advice for Finance Leaders
[45:48] - Jon’s Unique Experiences
[48:53] - Closing Remarks
Wed, 25 Dec 2024 - 49min - 23 - AI-Powered Metrics and Data Visualization for Transforming Finance with Gabi Steele
In this episode of Future Finance, we explore the intersection of data, storytelling, and financial strategy. Hosts Paul Barnhurst and Glenn Hopper sit down with Gabi Steele to discuss how modern AI tools are transforming FP&A teams and creating new opportunities for organizations to harness their data effectively. From manual processes to automated systems, we dive into the strategies behind making businesses truly data-driven.
Gabi Steele is an acclaimed entrepreneur and data visualization expert, best known for her work as co-founder of Data Culture, a consulting firm enabling data-driven decisions, and Preql, an AI-powered enterprise metrics platform that recently secured $7 million in seed funding. With a background in graphic design and a master's in data visualization, Gabi is passionate about making data accessible, accurate, and actionable for businesses of all sizes. She shares insights from her journey, including her time at The Washington Post and the founding of innovative startups.
In this episode, you will discover:
How Gabi's creative background in graphic design shaped her approach to data visualization and entrepreneurship.The role of AI in automating data cleaning and governance for finance teams.Strategies for reducing technical debt in SMBs to unlock the full potential of data.Why storytelling is critical in finance and how data visualization bridges the gap between insights and action.Tips for fostering a data-driven culture within organizations and empowering FP&A teams.Gabi Steele provided a wealth of knowledge on how data visualization, AI, and automation are transforming the way finance teams operate. From reducing manual processes to fostering data-driven cultures, her expertise inspires both SMBs and larger organizations to rethink how they leverage data for strategic growth.
Follow Gabi:
LinkedIn: https://www.linkedin.com/in/gabriellasteele/
Website: https://www.preql.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:09] Introduction for Gabi Steele
[01:09] From Art to Analytics
[04:33] Data Storytelling in Finance
[08:04] AI and FP&A Transformation
[14:14] The Democratization of Analytics
[18:15] Challenges in SMB Data Adoption
[19:04] Building a Data-Driven Culture
[33:58] Fun Get-to-Know-You Questions
[38:16] Closing Thoughts
Wed, 18 Dec 2024 - 40min - 22 - How AI Automation Saves FP&A Teams 70 Hours Monthly with Gabi Steele
In this insightful episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper explore the evolving landscape of finance, data analytics, and automation with Gabi Steele, a seasoned data visualization expert and co-founder of Preql. The discussion navigates the challenges finance teams face in building data-driven cultures, leveraging AI tools, and creating efficiencies in data management.
Gabi Steele is a graphic designer turned data visionary and entrepreneur. She is the co-founder of Data Culture and Preql, a platform streamlining data metrics for businesses. With a background in data visualization at The Washington Post and a passion for making data accessible, Gabi brings valuable insights on transforming data into actionable business strategies.
In this episode, you will discover:
How finance teams can leverage AI tools to reduce manual data processes and improve accuracy.The importance of storytelling and accessibility in data visualization.Ways to foster a data-driven culture within organizations of all sizes.Challenges and solutions for integrating AI with financial planning and analysis (FP&A).The future of low-code/no-code tools in democratizing data analytics.Gabi Steele offered a masterclass in how finance professionals can embrace the transformative power of data and AI. From simplifying complex data processes to fostering a culture of analytics, Gabi underscored the importance of aligning teams, tools, and technology for smarter decision-making.
Follow Gabi:
LinkedIn: https://www.linkedin.com/in/gabriellasteele/
Website: https://www.preql.com/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:48] - Introduction to the Episode
[08:23] - Financial Modeling World Cup
[19:37] - Discussion on AI Subscriptions
[25:53] - Meet Guest: Gabi Steele
[26:59] - Data's Role in Finance
[33:58] - Leveraging AI in Data Management
[39:07] Democratizing Data Access
[44:57] Building a Data-Driven Culture
[49:45] Challenges in SMB Data Integration
[59:51] Fun Segment: Get to Know Gabi
Wed, 11 Dec 2024 - 1h 06min - 21 - Mastering Data Governance and Analytics for Finance Leaders with Nathan Bell
In this episode of Future Finance, Glenn Hopper and Paul Barnhurst welcome Nathan Bell, a seasoned executive with over two decades of experience navigating complex intersections of finance, data analytics, and digital transformation. From his roots in coding at TransUnion to becoming a chief credit officer and later a CFO, Nathan shares his compelling journey and invaluable insights into leveraging data for decision-making and efficiency.
Nathan Bell is a transformative leader in finance and technology, specializing in data-driven decision-making and digital transformation. With expertise spanning data governance, advanced analytics, and financial operations, Nathan has worked at the forefront of technology adoption in organizations ranging from startups to established enterprises. A former Gartner analyst, he now leads VI Consulting, helping finance teams unlock the potential of data and AI.
Expect to Learn:
The interplay between finance, data, and technology in decision-making.The critical first steps to establishing effective data governance and management.Real-world stories of overcoming challenges with data literacy and BI implementation.How to prepare finance teams for scaling and adopt advanced analytics.The importance of a sufficient "truth" in reporting and avoiding pitfalls in self-service BI.From building foundational data governance structures to navigating advanced analytics, Nathan emphasized that success lies in aligning teams, leveraging the right tools, and cultivating a culture of data literacy. His unique journey underscores the importance of embracing change and preparing for a future where finance professionals who adapt to AI and data-driven decision-making will lead the way.
Follow Nathan:
LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/
Website: https://www.vai-consulting.com/
Company: https://meetvirginia.io/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:59] From Coding to Finance Leadership
[04:22] Building Stories with Data
[09:35] Transition to Data Analytics Leadership
[12:49] Tackling Data Governance Challenges
[17:17] Owning the Data Narrative
[19:57] Typical Clients and Scaling Finance Teams
[25:23] Bridging the Finance Skills Gap
[30:02] Fun and Random: Nathan’s Travel Tales
[32:52] Closing Thoughts and Wrap Up
Wed, 04 Dec 2024 - 33min - 20 - How CFOs Can Master Data Governance to Scale Their Companies with Nathan Bell
This episode of FutureFinance explores how organizations can better align their finance and data strategies to harness the power of emerging technologies like AI. With a focus on data governance, analytics, and the integration of advanced tools into financial workflows, hosts Paul Barnhurst and Glenn Hopper discuss both challenges and opportunities for finance professionals in the digital age.
Nathan Bell, is a seasoned executive with over 20 years of experience in steering organizations through complex financial and digital transformations. His career spans roles in credit management, banking, venture capital, and corporate finance, with expertise in data governance, analytics, and strategy. Nathan's passion lies in helping finance leaders leverage data to drive decision-making and growth.
In this episode, you will discover:
The importance of getting your “data house” in order before implementing AI.How self-service BI tools can both empower teams and create challenges in organizations.Why data governance and stewardship should be a co-led initiative between finance and engineering.The role of finance leaders in ensuring data literacy and ownership across departments.Practical insights into scaling finance operations for mid-market companies looking to grow.As AI and automation tools continue to evolve, organizations must focus on integrating these technologies into their workflows in a way that complements their existing data strategies. Nathan emphasized the critical role finance leaders play in ensuring data quality and ownership across the organization.
Follow Nathan:
LinkedIn: https://www.linkedin.com/in/nathan-bell-1038662/
Website: https://www.vai-consulting.com/
Company: https://meetvirginia.io/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:58] - Generative AI and Finance: Myths vs. Reality
[11:17] - AI's Dependency on Clean Data
[12:36] - Guest Introduction: Nathan Bell
[20:02] - Bridging Data, Finance, and Storytelling
[25:25] - Foundations of Data Governance
[29:54] - Challenges with BI and Metrics Ownership
[32:33] - Scaling Finance Teams for Growth
[42:38] - Fun Segment: Travel Stories
[45:29] - Closing Thoughts and Call to Action
Wed, 27 Nov 2024 - 46min - 19 - Insights from the FATE Conference to navigate Success in Finance and Technology
In this insightful episode of Future Finance, Paul Barnhurst and Glenn Hopper bring the highlights of the recent Finance and Technology Expo (FATE) in New York. With a focus on financial planning, AI in finance, and the power of in-person networking, they provide insights from their roles as speakers and share perspectives from industry experts. The episode also includes contributions from Alex Brower, CEO of Qflow, and Liran Edelist of FP&A Hub, who dive into practical advice on software selection, innovation in finance, and the strategic role of AI.
The guests, Alex Brower shares advice on evaluating software vendors, and Liran Edelist emphasizes the importance of data and innovation in financial modernization. The episode also dives into trends to watch in 2025, from Nvidia’s AI initiatives to new generative AI tools in finance.
Expect to Learn:
How to evaluate financial planning tools effectively and cut through vendor hypeThe impact of live AI integration on financial software and employee productivityKey lessons from Daymond John’s FATE keynote on goal-setting and personal growthTrends in finance tech and new generative AI capabilities from OpenAI and AnthropicPractical approaches to implementing generative AI in finance while managing riskThis episode of Future Finance provides a firsthand look at the Finance and Technology Expo (FATE) and the powerful intersection of finance and technology. Paul and Glenn's recap emphasized the value of informed software choices, the necessity of a forward-thinking approach to AI, and the ever-present importance of data-driven modernization.
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Liran:
LinkedIn: https://www.linkedin.com/in/drliranedelist/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals: https://a.co/d/hOEegnR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:19] - Conference Overview and Experience
[03:50] - Keynote Highlights from Daymond John
[05:28] - Alex Brower on Vendor Selection and Demos
[10:29] - Paul on Navigating the FP&A Tool Market
[17:58] - Glenn on Generative AI in Finance
[23:30] - Liran Edelist on Modernization and Data Strategy
[29:13] - Tech Trends to Watch for 2025
[34:18] - Fun Segment: Spreadsheet Challenges
[36:23] - Wrap-Up and Feedback Request
Wed, 20 Nov 2024 - 37min - 18 - Finance & Technology Trends from FATE Conference with Paul & Glenn
In this episode of the Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive into the convergence of finance, technology, and AI. They reflect on their experiences at the recent Finance and Technology Expo in New York, where they were both speakers. Covering themes from AI integration to the role of data in financial planning, they explore how these emerging trends are transforming the finance landscape.
The episode features Paul Barnhurst, known for his expertise in FP&A (Financial Planning & Analysis), and Glenn Hopper, author and finance tech expert currently on a speaking tour for his new book, AI Mastery for Finance Professionals. They’re joined by guests from the Finance and Technology Expo, including Alex Brower, CEO of Qflow.AI, and Liran Edelist, co-founder of the FP&A Hub, who share insights on technological innovation in finance.
In this episode, you will discover:
Frameworks for choosing FP&A tools that match different organizational needsThe real impact of AI on finance jobs and practical uses of AITop Takeaways from the Finance and Technology Expo Why consolidated data is crucial for effective AI and planning applications The importance of having policies for AI integration to prevent misuseIn this episode, Listeners are reminded that as powerful as AI and tech tools can be, their impact hinges on having the right infrastructure, skills, and a strong strategy for integration. The hosts offer actionable advice on navigating today’s finance tech landscape and preparing for tomorrow.
Follow Alex:
LinkedIn: https://www.linkedin.com/in/alexbrower/
Follow Liran:
LinkedIn: https://www.linkedin.com/in/drliranedelist/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals: https://a.co/d/hOEegnR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:44] - Paul’s Monologue: People, Process, and Technology
[05:32] - The Future of Jobs in the AI Era
[08:45] - Reflections on the Finance and Technology Expo
[14:15] - Alex Brower on Choosing the Right Finance Tools
[19:17] - Insights from Paul’s Presentation
[26:47] - Glenn on Effective AI Strategy for Finance Teams
[31:47] - Modernization and Data-Driven Decision Making
[38:01] - Latest AI Innovations and Predictions for 2025
[45:35] - Wrap-Up and Closing Remarks
Wed, 13 Nov 2024 - 46min - 17 - Why Finance Teams Resist Change And How to Fix It with Joe Manganelli
In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joe Manganelli, Chief Revenue Officer at Amalgam and founder of Calculate, a consultancy for financial solutions in startups. Joe shares his entrepreneurial journey, explaining how Amalgam evolved from a simple Excel macro into a powerful tool that integrates with platforms like QuickBooks, Xero, and Shopify.
The discussion turns to the role of technology in finance, how companies can better utilize data, and why AI will reshape the landscape of finance teams. Joe also offers insights into AI's impact on investing, risk management, and the growing importance of adaptable, tech-enabled tools in finance.
Expect to Learn:
How Amalgam helps businesses automate data processes without complex implementationsKey challenges in transitioning from simple tools to robust financial platformsThe role of AI in finance and how to prepare for its ongoing integrationJoe’s approach to investing in AI-focused startups and risk mitigationPractical steps finance teams can take today to become more tech-enabledJoe’s insights highlighted how simplicity, adaptability, and technology-driven solutions are redefining finance functions, especially for startups and agile teams. Whether you’re in finance, tech, or an entrepreneurial role, Joe’s practical advice offers a roadmap for leveraging technology to maximize efficiency and data security in finance.
Follow Joe:
LinkedIn: https://www.linkedin.com/in/joemanganelli/
Website: https://www.amalgam.me/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:56] – The creation and purpose of Amalgam
[02:07] – Challenges in scaling a product for the finance market
[03:44] – How fractional CFOs and in-house finance teams leverage Amalgam
[05:46] – Thoughts on agnostic, supportive, and proactive AI investments
[11:09] – How not storing data directly adds value and simplicity
[18:51] – Joe’s three-part approach for finance teams preparing for AI
[21:19] – Moving beyond chatbots to a seamless integration in daily workflows
[28:12] – Fun segment – “Get to Know You”
[32:47] – Closing remarks and final thoughts
Wed, 06 Nov 2024 - 33min - 16 - Empowering Fractional CFOs with AI and Automation for Better Financial Solutions with Joe Manganelli
In this episode of Future Finance, hosts Paul Barnhurst (The FP&A Guy) and Glenn Hopper welcome guest Joe Manganelli. Joe shares his journey from creating a simple Excel macro to founding Amalgam, now an integrated platform for financial automation. With rich insights on AI in finance, entrepreneurship, and investments, Joe discusses the evolution of his company, modern finance's future, and why simplifying processes is often key to innovation.
Joe Manganelli is the Chief Revenue Officer of Amalgam and founder of Calculate, a finance and accounting consultancy for startups. With a background in finance and accounting for emerging businesses, Joe has deep expertise in building practical tech solutions for finance teams. His current focus with Amalgam is making financial data easily accessible, automating workflows, and developing tools that streamline the finance function.
In this episode, you will discover:
How Amalgam helps finance teams by simplifying and centralizing financial data through Excel.The steps finance functions can take to prepare for AI integration and data automation.Insights into the challenges of scaling a tech product from a macro to a platform.Joe’s perspective on investing in AI technology and the importance of aligning with market needs.The practical future of AI in finance, from predictive analysis to process automation.In this episode, Joe Manganelli offers a wealth of insights into the intersection of finance, automation, and AI, underscoring the importance of simplifying financial workflows for greater efficiency. Joe’s perspective as both a founder and investor provides valuable guidance for anyone navigating the evolving landscape of finance and technology.
Follow Joe:
LinkedIn: https://www.linkedin.com/in/joemanganelli/
Website: https://www.amalgam.me/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
AI Mastery for Finance Professionals:https://a.co/d/h8cTGeR
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:47] – Real Use Cases of Generative AI
[09:14] – Introduction to guest Joe Manganelli
[11:13] – Overcoming Challenges and Scaling the Product
[13:51] – Joe’s Investment Philosophy in AI and Startups
[19:36] – Amalgam’s Data Security and Efficiency Approach
[28:05] – The ‘Walk Before You Run’ Strategy for AI in Finance
[30:33] – The Proactive Potential of Generative AI in Finance
[35:16] – Future of Predictive Financial Analysis with AI
[38:01] – Fun Q&A segment with Joe
[42:01] – Closing Remarks and Wrap Up
Wed, 30 Oct 2024 - 42min - 15 - AI Tools for Finance Professionals to Automate Reporting & Forecasting Today with Nicolas Boucher
In this episode, the hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper explore how artificial intelligence, particularly generative AI, is transforming the world of corporate finance. The conversation dives into the practical applications of AI in finance, the current trends shaping the industry, and the steps finance professionals can take to embrace these new technologies.
Nicolas Boucher, founder of the AI Finance Club, shares his expertise on how AI is helping finance teams work faster and more efficiently, with real-life examples and insights from his vast experience. With over 15 years of experience at global companies like PwC and Thales, Nicolas has trained more than 5,000 professionals on the power of AI in finance and is on a mission to reach a million finance leaders.
Expect to Learn:
How generative AI can revolutionize corporate financePractical examples of how AI tools can improve productivity for finance professionals.The importance of becoming a "citizen developer" in the finance industryThe role of Python in automating financial processes and making data-driven predictions.The best practices for finance professionals to adopt AI and integrate it securelyWhether you’re already experimenting with AI or just starting to explore its potential, this discussion highlights the tools and strategies that can drive efficiency and innovation in your finance team. By adopting AI and automation, finance professionals can stay competitive in a rapidly evolving landscape. Nicolas’ advice and experience provide a valuable roadmap for leveraging these technologies effectively.
Follow Nicolas:
LinkedIn: https://www.linkedin.com/in/bouchernicolas/
Website: https://ai-finance.club/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:04] - Introduction of Nicolas Boucher
[01:46] - Nicolas’ AI Discovery Journey
[03:47] - Using AI in Day-to-Day Business
[08:03] - The Role of Python and Automation in Finance
[15:05] - Exciting AI-Powered Software in Finance
[20:11] - Democratizing Finance Through AI
[25:31] - How Finance Professionals Can Stay Ahead in AI
[30:12] - Random Question Segment
[36:28] - Closing Thoughts and contact information
Wed, 23 Oct 2024 - 38min - 14 - AI Investment Strategies for Retail Investors to Outperform the Market with Andrew Einhorn
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions.
Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.
In this episode, you will discover:
How AI can analyze real-time events to provide actionable investment insights for retail investorsThe role of data in replacing opinion-based decisions with factual, evidence-driven analysis Strategies for successfully integrating AI tools into financial decision-making processesInsights into the challenges and rewards of being a startup entrepreneur in the fintech spaceKey factors in building AI models specific to financial services and tailoring models to sector-specific needsThe conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.
Follow Andrew:
LinkedIn: https://www.linkedin.com/in/einhorn/
Website: https://www.levelfields.ai/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[02:09] – Why your company needs an AI strategy
[09:59] – Navigating the pitfalls of early AI adoption
[16:50] – Introducing Andrew Einhorn and Level Fields
[18:01] – The entrepreneurial drive and startup challenges
[24:02] – From epidemiology to AI in finance
[33:14] – How level fields makes advanced investment analysis accessible
[40:27] – Leveraging proprietary AI models in financial analysis
[44:05] – Quick-fire personal questions with Andrew
[47:12] – Closing remarks and wrap up
Wed, 16 Oct 2024 - 48min - 13 - The Role of AI in Shaping the Future of Finance Automation and Innovation with Nicolas Boucher
In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-making, and business strategy.
Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals. He shares his passion for AI and finance, emphasizing the importance of AI tools like ChatGPT, Python, and generative AI in driving efficiency and innovation in the finance world.
In this episode, you will discover:
How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.The importance of debiasing AI models and ensuring fairness in AI-driven decisions.How to incorporate Python and automation into finance operations to accelerate workflows.Practical insights on how companies can integrate AI without needing vast data science teams.The future of citizen developers in finance and the democratization of coding with AI tools.In this episode, Nicolas Boucher discusses the vast potential of AI in finance, from automating mundane tasks to empowering professionals with tools that enhance productivity and decision-making. Ultimately, while AI is revolutionizing finance, human expertise, creativity, and strategic thinking will remain irreplaceable.
Follow Nicolas:
LinkedIn: https://www.linkedin.com/in/bouchernicolas/
Website: https://ai-finance.club/
Join hosts Glenn and Paul as they unravel the complexities of AI in finance:
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn: https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://qflow.ai/future-finance
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[01:57] Addressing bias in AI and its impact
[06:25] Your Job is Safe (for Now)
[09:50] Introduction to guest Nicolas Boucher
[13:41] AI in day-to-day business
[17:53] Generative AI and Python in finance
[25:01] AI tools for finance professionals
[30:02] Citizen developers and AI in SMBs
[35:14] How to stay ahead in AI
[40:02] Random questions segment
[46:18] Conclusion and final thoughts
Wed, 02 Oct 2024 - 48min
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